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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 | $7,830 | $92,219-91.5% | $76,766-89.8% | $135,382-94.2% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | -20.77% | 5.46%-26.2pp | 2.43%-23.2pp | 519.77%-540.5pp |
| Employer contribution / active EE | $1,373 | $3,216-57.3% | $2,485-44.8% | $4,779-71.3% |
| Participant deferral / active EE | $3,104 | $4,508-31.2% | $3,851-19.4% | $5,609-44.7% |
| Admin fee / account holder | $37 | $10,749-99.7% | $6,675-99.4% | $10,829-99.7% |