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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,436 | $93,098-95.2% | $77,081-94.2% | $134,509-96.7% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.2pp | 81.2%-14.6pp |
| Annual return | -24.25% | 62.63%-86.9pp | 42.33%-66.6pp | 418.13%-442.4pp |
| Employer contribution / active EE | $828 | $3,419-75.8% | $2,813-70.6% | $4,741-82.5% |
| Participant deferral / active EE | $1,778 | $5,239-66.1% | $4,428-59.8% | $6,400-72.2% |
| Admin fee / account holder | $98 | $6,945-98.6% | $5,427-98.2% | $11,427-99.1% |