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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 | $6,982 | $49,177-85.8% | $79,476-91.2% | $64,181-89.1% |
| Participation rate | 63.6% | 65.0%-1.4pp | 73.3%-9.7pp | 69.6%-5.9pp |
| Annual return | -9.58% | -1.16%-8.4pp | 718.21%-727.8pp | 7.63%-17.2pp |
| Employer contribution / active EE | $926 | $2,076-55.4% | $2,800-66.9% | $2,381-61.1% |
| Participant deferral / active EE | $1,139 | $2,821-59.6% | $3,704-69.3% | $3,470-67.2% |
| Admin fee / account holder | $140 | $3,839-96.4% | $5,113-97.3% | $4,887-97.1% |