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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 | $10,707 | $138,076-92.2% | $123,553-91.3% | $135,380-92.1% |
| Participation rate | 36.4% | 84.7%-48.4pp | 82.3%-45.9pp | 82.6%-46.3pp |
| Annual return | -16.49% | 153.70%-170.2pp | 119.21%-135.7pp | 519.81%-536.3pp |
| Employer contribution / active EE | $897 | $5,152-82.6% | $4,628-80.6% | $4,779-81.2% |
| Participant deferral / active EE | $2,214 | $6,800-67.4% | $6,426-65.5% | $5,609-60.5% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |