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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 | $13,588 | $95,975-85.8% | $74,552-81.8% | $135,382-90.0% |
| Participation rate | 60.0% | 75.7%-15.7pp | 69.1%-9.1pp | 82.6%-22.6pp |
| Annual return | -22.54% | 56.96%-79.5pp | 32.53%-55.1pp | 519.77%-542.3pp |
| Employer contribution / active EE | $1,585 | $2,716-41.7% | $1,961-19.2% | $4,779-66.8% |
| Participant deferral / active EE | $4,645 | $3,844+20.8% | $3,108+49.4% | $5,609-17.2% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,829-100.0% |