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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 | $10,001 | $49,177-79.7% | $79,466-87.4% | $64,173-84.4% |
| Participation rate | 51.1% | 65.0%-13.9pp | 73.3%-22.2pp | 69.6%-18.5pp |
| Annual return | -10.54% | -1.16%-9.4pp | 718.28%-728.8pp | 7.63%-18.2pp |
| Employer contribution / active EE | $821 | $2,076-60.5% | $2,800-70.7% | $2,381-65.5% |
| Participant deferral / active EE | $1,246 | $2,821-55.9% | $3,704-66.4% | $3,470-64.1% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,104-100.0% | $4,887-100.0% |