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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 | $476 | $29,716-98.4% | $56,077-99.2% | $80,925-99.4% |
| Participation rate | 55.7% | 41.7%+14.0pp | 52.5%+3.2pp | 67.7%-12.0pp |
| Annual return | 6.32% | 35.30%-29.0pp | 1709.28%-1703.0pp | 35.65%-29.3pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $262 | $1,228-78.7% | $1,954-86.6% | $4,299-93.9% |
| Admin fee / account holder | $111 | $2,432-95.4% | $2,825-96.1% | $6,940-98.4% |