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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 | $9,584 | $99,032-90.3% | $80,022-88.0% | $135,380-92.9% |
| Participation rate | 40.0% | 78.4%-38.4pp | 75.8%-35.8pp | 82.6%-42.6pp |
| Annual return | -15.85% | 15.39%-31.2pp | 11.22%-27.1pp | 519.81%-535.7pp |
| Employer contribution / active EE | $1,284 | $3,043-57.8% | $2,468-48.0% | $4,779-73.1% |
| Participant deferral / active EE | $1,284 | $4,282-70.0% | $3,686-65.2% | $5,609-77.1% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,828-100.0% |