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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 | $7,864 | $82,032-90.4% | $123,106-93.6% | $59,633-86.8% |
| Participation rate | 55.7% | 83.2%-27.5pp | 86.8%-31.1pp | 68.7%-13.0pp |
| Annual return | -15.99% | 5.12%-21.1pp | 13.22%-29.2pp | 2041.40%-2057.4pp |
| Employer contribution / active EE | $1,715 | $3,297-48.0% | $5,151-66.7% | $2,203-22.1% |
| Participant deferral / active EE | $2,566 | $4,667-45.0% | $6,229-58.8% | $3,192-19.6% |
| Admin fee / account holder | $74 | $5,881-98.7% | $9,015-99.2% | $4,297-98.3% |