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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 | $12,163 | $92,219-86.8% | $76,767-84.2% | $135,380-91.0% |
| Participation rate | 40.0% | 79.8%-39.8pp | 77.0%-37.0pp | 82.6%-42.6pp |
| Annual return | -12.62% | 5.46%-18.1pp | 2.43%-15.0pp | 519.81%-532.4pp |
| Employer contribution / active EE | $1,218 | $3,216-62.1% | $2,485-51.0% | $4,779-74.5% |
| Participant deferral / active EE | $1,765 | $4,508-60.8% | $3,852-54.2% | $5,609-68.5% |
| Admin fee / account holder | $43 | $10,749-99.6% | $6,675-99.4% | $10,828-99.6% |