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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 | $1,120 | $29,319-96.2% | $52,425-97.9% | $82,448-98.6% |
| Participation rate | 36.4% | 46.9%-10.5pp | 55.6%-19.3pp | 68.1%-31.7pp |
| Annual return | 11.52% | 535.20%-523.7pp | 302.12%-290.6pp | 41.64%-30.1pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $441 | $1,171-62.3% | $1,790-75.3% | $4,139-89.3% |
| Admin fee / account holder | $135 | $1,962-93.1% | $2,495-94.6% | $7,234-98.1% |