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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 | $1,934 | $58,241-96.7% | $81,780-97.6% | $80,911-97.6% |
| Participation rate | 51.4% | 63.4%-12.0pp | 72.4%-20.9pp | 67.6%-16.2pp |
| Annual return | 5.51% | 41.73%-36.2pp | 776.27%-770.8pp | 35.63%-30.1pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $876 | $3,283-73.3% | $4,321-79.7% | $4,297-79.6% |
| Admin fee / account holder | $178 | $4,973-96.4% | $7,384-97.6% | $6,935-97.4% |