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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 | $9,432 | $95,915-90.2% | $79,580-88.1% | $134,532-93.0% |
| Participation rate | 63.6% | 75.0%-11.4pp | 69.5%-5.9pp | 81.2%-17.6pp |
| Annual return | -27.91% | -2.71%-25.2pp | 0.15%-28.1pp | 418.27%-446.2pp |
| Employer contribution / active EE | $2,010 | $3,129-35.8% | $2,413-16.7% | $4,741-57.6% |
| Participant deferral / active EE | $3,844 | $4,693-18.1% | $3,985-3.5% | $6,401-39.9% |
| Admin fee / account holder | $14 | $9,132-99.8% | $6,835-99.8% | $11,429-99.9% |