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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 | $17,977 | $54,320-66.9% | $67,652-73.4% | $52,331-65.6% |
| Participation rate | 35.3% | 73.6%-38.3pp | 75.7%-40.4pp | 68.1%-32.8pp |
| Annual return | -2.13% | 6.81%-8.9pp | 6625.40%-6627.5pp | 4.54%-6.7pp |
| Employer contribution / active EE | $1,027 | $1,544-33.5% | $2,266-54.7% | $1,882-45.4% |
| Participant deferral / active EE | $1,810 | $2,950-38.6% | $3,560-49.1% | $3,022-40.1% |
| Admin fee / account holder | $86 | $527-83.6% | $4,821-98.2% | $592-85.4% |