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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 | $16,363 | $95,975-83.0% | $74,549-78.1% | $135,379-87.9% |
| Participation rate | 38.5% | 75.7%-37.2pp | 69.1%-30.7pp | 82.6%-44.2pp |
| Annual return | -10.52% | 56.96%-67.5pp | 32.53%-43.1pp | 519.79%-530.3pp |
| Employer contribution / active EE | $630 | $2,716-76.8% | $1,961-67.9% | $4,779-86.8% |
| Participant deferral / active EE | $1,454 | $3,844-62.2% | $3,108-53.2% | $5,609-74.1% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |