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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 | $14,412 | $211,946-93.2% | $169,452-91.5% | $135,379-89.4% |
| Participation rate | 35.3% | 82.6%-47.3pp | 77.8%-42.5pp | 82.6%-47.3pp |
| Annual return | -9.72% | 3.26%-13.0pp | 1.83%-11.6pp | 519.79%-529.5pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,027 | $6,075-83.1% | $5,277-80.5% | $5,609-81.7% |
| Admin fee / account holder | $4 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |