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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 | $11,412 | $99,032-88.5% | $80,022-85.7% | $135,379-91.6% |
| Participation rate | 45.5% | 78.4%-32.9pp | 75.8%-30.4pp | 82.6%-37.2pp |
| Annual return | -13.14% | 15.39%-28.5pp | 11.22%-24.4pp | 519.79%-532.9pp |
| Employer contribution / active EE | $918 | $3,043-69.8% | $2,468-62.8% | $4,779-80.8% |
| Participant deferral / active EE | $1,547 | $4,282-63.9% | $3,686-58.0% | $5,609-72.4% |
| Admin fee / account holder | $209 | $10,436-98.0% | $6,521-96.8% | $10,828-98.1% |