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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 | $9,935 | $190,862-94.8% | $159,991-93.8% | $134,509-92.6% |
| Participation rate | 36.4% | 82.0%-45.6pp | 78.0%-41.6pp | 81.2%-44.9pp |
| Annual return | -25.51% | 552.59%-578.1pp | 408.82%-434.3pp | 418.13%-443.6pp |
| Employer contribution / active EE | $994 | $4,995-80.1% | $4,225-76.5% | $4,741-79.0% |
| Participant deferral / active EE | $1,788 | $6,924-74.2% | $6,183-71.1% | $6,400-72.1% |
| Admin fee / account holder | $73 | $10,495-99.3% | $8,715-99.2% | $11,427-99.4% |