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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 | $4,324 | $95,915-95.5% | $79,580-94.6% | $134,532-96.8% |
| Participation rate | 56.5% | 75.0%-18.5pp | 69.5%-13.0pp | 81.2%-24.7pp |
| Annual return | -65.95% | -2.71%-63.2pp | 0.15%-66.1pp | 418.27%-484.2pp |
| Employer contribution / active EE | $787 | $3,129-74.8% | $2,413-67.4% | $4,741-83.4% |
| Participant deferral / active EE | $1,734 | $4,693-63.1% | $3,985-56.5% | $6,401-72.9% |
| Admin fee / account holder | $62 | $9,132-99.3% | $6,835-99.1% | $11,429-99.5% |