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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 | $11,371 | $95,188-88.1% | $76,518-85.1% | $135,380-91.6% |
| Participation rate | 60.0% | 74.4%-14.4pp | 68.0%-8.0pp | 82.6%-22.6pp |
| Annual return | -11.80% | 4.85%-16.6pp | -0.27%-11.5pp | 519.81%-531.6pp |
| Employer contribution / active EE | $777 | $3,303-76.5% | $2,647-70.7% | $4,779-83.7% |
| Participant deferral / active EE | $1,756 | $4,640-62.2% | $3,836-54.2% | $5,609-68.7% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |