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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 | $17,304 | $168,635-89.7% | $147,617-88.3% | $125,389-86.2% |
| Participation rate | 69.2% | 88.8%-19.5pp | 84.6%-15.4pp | 83.2%-14.0pp |
| Annual return | -6.09% | 77.65%-83.7pp | 61.98%-68.1pp | 282.24%-288.3pp |
| Employer contribution / active EE | $3,063 | $6,252-51.0% | $5,564-44.9% | $4,866-37.0% |
| Participant deferral / active EE | $4,828 | $5,507-12.3% | $4,895-1.4% | $5,352-9.8% |
| Admin fee / account holder | $60 | $13,580-99.6% | $11,612-99.5% | $9,541-99.4% |