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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 | $27,921 | $168,635-83.4% | $147,617-81.1% | $125,389-77.7% |
| Participation rate | 60.0% | 88.8%-28.8pp | 84.6%-24.6pp | 83.2%-23.2pp |
| Annual return | -4.02% | 77.65%-81.7pp | 61.98%-66.0pp | 282.24%-286.3pp |
| Employer contribution / active EE | $1,837 | $6,252-70.6% | $5,564-67.0% | $4,866-62.2% |
| Participant deferral / active EE | $4,261 | $5,507-22.6% | $4,895-13.0% | $5,352-20.4% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |