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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 | $24,236 | $82,028-70.5% | $123,105-80.3% | $59,633-59.4% |
| Participation rate | 52.9% | 83.2%-30.3pp | 86.8%-33.8pp | 68.7%-15.7pp |
| Annual return | -3.35% | 5.12%-8.5pp | 13.22%-16.6pp | 2041.45%-2044.8pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,034 | $4,667+7.9% | $6,229-19.2% | $3,192+57.7% |
| Admin fee / account holder | -$176 | $5,879-103.0% | $9,014-101.9% | $4,297-104.1% |