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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 | $5,231 | $99,921-94.8% | $85,009-93.8% | $145,959-96.4% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | -3.53% | 83.89%-87.4pp | 66.47%-70.0pp | 561.95%-565.5pp |
| Employer contribution / active EE | $598 | $3,233-81.5% | $2,728-78.1% | $4,661-87.2% |
| Participant deferral / active EE | $950 | $5,293-82.0% | $4,522-79.0% | $6,689-85.8% |
| Admin fee / account holder | $5 | $7,252-99.9% | $6,153-99.9% | $13,398-100.0% |