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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 | $8,967 | $85,790-89.5% | $67,313-86.7% | $135,379-93.4% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -27.59% | -0.54%-27.0pp | -4.08%-23.5pp | 519.79%-547.4pp |
| Employer contribution / active EE | $1,185 | $3,487-66.0% | $2,566-53.8% | $4,779-75.2% |
| Participant deferral / active EE | $2,471 | $4,651-46.9% | $3,568-30.8% | $5,609-56.0% |
| Admin fee / account holder | $133 | $6,392-97.9% | $4,507-97.0% | $10,828-98.8% |