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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 | $8,589 | $167,352-94.9% | $143,788-94.0% | $134,509-93.6% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -25.50% | 0.47%-26.0pp | -0.03%-25.5pp | 418.13%-443.6pp |
| Employer contribution / active EE | $1,785 | $5,620-68.2% | $4,952-64.0% | $4,741-62.4% |
| Participant deferral / active EE | $3,004 | $6,447-53.4% | $5,638-46.7% | $6,400-53.1% |
| Admin fee / account holder | $19 | $18,091-99.9% | $14,675-99.9% | $11,427-99.8% |