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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 | $6,572 | $95,895-93.1% | $79,576-91.7% | $134,509-95.1% |
| Participation rate | 62.5% | 75.0%-12.5pp | 69.5%-7.0pp | 81.2%-18.7pp |
| Annual return | -42.85% | -2.72%-40.1pp | 0.15%-43.0pp | 418.13%-461.0pp |
| Employer contribution / active EE | $1,188 | $3,128-62.0% | $2,413-50.8% | $4,741-74.9% |
| Participant deferral / active EE | $2,572 | $4,693-45.2% | $3,985-35.5% | $6,400-59.8% |
| Admin fee / account holder | $52 | $9,129-99.4% | $6,834-99.2% | $11,427-99.5% |