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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 | $3,126 | $106,267-97.1% | $96,520-96.8% | $139,456-97.8% |
| Participation rate | 47.8% | 77.8%-30.0pp | 74.3%-26.5pp | 80.3%-32.5pp |
| Annual return | -386.35% | 38.45%-424.8pp | 35.72%-422.1pp | 373.45%-759.8pp |
| Employer contribution / active EE | $890 | $4,105-78.3% | $3,739-76.2% | $4,753-81.3% |
| Participant deferral / active EE | $1,682 | $5,454-69.2% | $4,879-65.5% | $6,711-74.9% |
| Admin fee / account holder | $64 | $7,882-99.2% | $6,733-99.1% | $11,407-99.4% |