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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 | $5,976 | $64,311-90.7% | $57,356-89.6% | $125,389-95.2% |
| Participation rate | 13.3% | 78.6%-65.3pp | 75.1%-61.7pp | 83.2%-69.9pp |
| Annual return | -7.84% | 25.14%-33.0pp | 24.41%-32.2pp | 282.24%-290.1pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $990 | $3,846-74.3% | $3,162-68.7% | $5,352-81.5% |
| Admin fee / account holder | $230 | $5,243-95.6% | $3,357-93.1% | $9,541-97.6% |