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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 | $8,964 | $84,518-89.4% | $67,704-86.8% | $125,388-92.9% |
| Participation rate | 26.3% | 74.8%-48.5pp | 67.5%-41.2pp | 83.2%-56.9pp |
| Annual return | -6.40% | 2.57%-9.0pp | 25.41%-31.8pp | 282.24%-288.6pp |
| Employer contribution / active EE | $442 | $3,292-86.6% | $2,559-82.7% | $4,866-90.9% |
| Participant deferral / active EE | $934 | $4,430-78.9% | $3,585-74.0% | $5,352-82.6% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,541-100.0% |