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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 | $12,068 | $78,694-84.7% | $67,652-82.2% | $125,389-90.4% |
| Participation rate | 35.3% | 78.8%-43.5pp | 75.7%-40.4pp | 83.2%-47.9pp |
| Annual return | -10.32% | 9.46%-19.8pp | 6625.40%-6635.7pp | 282.24%-292.6pp |
| Employer contribution / active EE | $644 | $3,044-78.8% | $2,266-71.6% | $4,866-86.8% |
| Participant deferral / active EE | $1,288 | $4,292-70.0% | $3,560-63.8% | $5,352-75.9% |
| Admin fee / account holder | $223 | $7,403-97.0% | $4,821-95.4% | $9,541-97.7% |