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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 | $8,708 | $133,998-93.5% | $112,263-92.2% | $134,545-93.5% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | -26.87% | 47.17%-74.0pp | 27.49%-54.4pp | 418.37%-445.2pp |
| Employer contribution / active EE | $1,684 | $4,040-58.3% | $3,636-53.7% | $4,742-64.5% |
| Participant deferral / active EE | $2,178 | $5,292-58.8% | $4,729-53.9% | $6,401-66.0% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |