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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 | $16,875 | $127,387-86.8% | $115,038-85.3% | $125,389-86.5% |
| Participation rate | 44.4% | 84.2%-39.7pp | 81.4%-36.9pp | 83.2%-38.7pp |
| Annual return | -3.51% | 31.28%-34.8pp | 26.14%-29.7pp | 282.24%-285.8pp |
| Employer contribution / active EE | $1,063 | $5,166-79.4% | $4,608-76.9% | $4,866-78.2% |
| Participant deferral / active EE | $3,012 | $6,423-53.1% | $6,026-50.0% | $5,352-43.7% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |