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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 | $13,549 | $57,352-76.4% | $83,830-83.8% | $64,173-78.9% |
| Participation rate | 5.7% | 68.6%-62.9pp | 76.1%-70.4pp | 69.6%-63.9pp |
| Annual return | -14.71% | 11.38%-26.1pp | 850.97%-865.7pp | 7.63%-22.3pp |
| Employer contribution / active EE | $750 | $2,546-70.6% | $3,631-79.4% | $2,381-68.5% |
| Participant deferral / active EE | $1,823 | $2,993-39.1% | $4,082-55.3% | $3,470-47.5% |
| Admin fee / account holder | $70 | $4,046-98.3% | $5,479-98.7% | $4,887-98.6% |