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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 | $17,770 | $167,352-89.4% | $143,788-87.6% | $134,509-86.8% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -31.72% | 0.47%-32.2pp | -0.03%-31.7pp | 418.13%-449.9pp |
| Employer contribution / active EE | $3,942 | $5,620-29.9% | $4,952-20.4% | $4,741-16.8% |
| Participant deferral / active EE | $6,496 | $6,447+0.8% | $5,638+15.2% | $6,400+1.5% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |