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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 | $6,866 | $105,866-93.5% | $90,766-92.4% | $134,545-94.9% |
| Participation rate | 33.3% | 78.3%-44.9pp | 75.7%-42.4pp | 81.2%-47.9pp |
| Annual return | -26.19% | -10.99%-15.2pp | -12.16%-14.0pp | 418.37%-444.6pp |
| Employer contribution / active EE | $999 | $3,464-71.2% | $2,922-65.8% | $4,742-78.9% |
| Participant deferral / active EE | $1,759 | $5,217-66.3% | $4,565-61.5% | $6,401-72.5% |
| Admin fee / account holder | $49 | $13,938-99.6% | $8,446-99.4% | $11,431-99.6% |