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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 | $14,874 | $158,852-90.6% | $121,220-87.7% | $135,379-89.0% |
| Participation rate | 66.7% | 79.3%-12.6pp | 71.8%-5.1pp | 82.6%-16.0pp |
| Annual return | -14.89% | -0.64%-14.2pp | 16.94%-31.8pp | 519.79%-534.7pp |
| Employer contribution / active EE | $2,782 | $5,666-50.9% | $4,023-30.8% | $4,779-41.8% |
| Participant deferral / active EE | $3,940 | $4,006-1.6% | $3,345+17.8% | $5,609-29.8% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |