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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 | $6,419 | $95,895-93.3% | $79,576-91.9% | $134,509-95.2% |
| Participation rate | 42.9% | 75.0%-32.2pp | 69.5%-26.6pp | 81.2%-38.4pp |
| Annual return | -21.46% | -2.72%-18.7pp | 0.15%-21.6pp | 418.13%-439.6pp |
| Employer contribution / active EE | $736 | $3,128-76.5% | $2,413-69.5% | $4,741-84.5% |
| Participant deferral / active EE | $1,221 | $4,693-74.0% | $3,985-69.4% | $6,400-80.9% |
| Admin fee / account holder | $0 | $9,129-100.0% | $6,834-100.0% | $11,427-100.0% |