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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 | $19,427 | $138,075-85.9% | $123,552-84.3% | $135,379-85.6% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -9.94% | 153.70%-163.6pp | 119.20%-129.1pp | 519.79%-529.7pp |
| Employer contribution / active EE | $1,031 | $5,152-80.0% | $4,628-77.7% | $4,779-78.4% |
| Participant deferral / active EE | $3,277 | $6,800-51.8% | $6,426-49.0% | $5,609-41.6% |
| Admin fee / account holder | $57 | $10,917-99.5% | $9,285-99.4% | $10,828-99.5% |