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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 | $6,608 | $127,387-94.8% | $115,038-94.3% | $125,389-94.7% |
| Participation rate | 57.1% | 84.2%-27.0pp | 81.4%-24.2pp | 83.2%-26.0pp |
| Annual return | -10.00% | 31.28%-41.3pp | 26.14%-36.1pp | 282.24%-292.2pp |
| Employer contribution / active EE | $1,355 | $5,166-73.8% | $4,608-70.6% | $4,866-72.1% |
| Participant deferral / active EE | $1,977 | $6,423-69.2% | $6,026-67.2% | $5,352-63.0% |
| Admin fee / account holder | $176 | $9,516-98.1% | $8,175-97.8% | $9,541-98.2% |