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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 | $5,744 | $211,946-97.3% | $169,452-96.6% | $135,380-95.8% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -16.04% | 3.26%-19.3pp | 1.83%-17.9pp | 519.81%-535.8pp |
| Employer contribution / active EE | $939 | $5,117-81.7% | $4,157-77.4% | $4,779-80.4% |
| Participant deferral / active EE | $1,955 | $6,075-67.8% | $5,277-62.9% | $5,609-65.1% |
| Admin fee / account holder | $97 | $11,472-99.2% | $9,110-98.9% | $10,828-99.1% |