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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 | $8,870 | $85,790-89.7% | $67,313-86.8% | $135,379-93.4% |
| Participation rate | 23.8% | 76.5%-52.7pp | 69.1%-45.3pp | 82.6%-58.8pp |
| Annual return | -15.51% | -0.54%-15.0pp | -4.08%-11.4pp | 519.79%-535.3pp |
| Employer contribution / active EE | $562 | $3,487-83.9% | $2,566-78.1% | $4,779-88.2% |
| Participant deferral / active EE | $1,266 | $4,651-72.8% | $3,568-64.5% | $5,609-77.4% |
| Admin fee / account holder | $164 | $6,392-97.4% | $4,507-96.4% | $10,828-98.5% |