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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 | $16,393 | $158,852-89.7% | $121,220-86.5% | $135,380-87.9% |
| Participation rate | 8.3% | 79.3%-71.0pp | 71.8%-63.4pp | 82.6%-74.3pp |
| Annual return | -19.66% | -0.64%-19.0pp | 16.94%-36.6pp | 519.81%-539.5pp |
| Employer contribution / active EE | $288 | $5,666-94.9% | $4,023-92.9% | $4,779-94.0% |
| Participant deferral / active EE | $575 | $4,006-85.6% | $3,345-82.8% | $5,609-89.7% |
| Admin fee / account holder | $60 | $6,515-99.1% | $5,021-98.8% | $10,828-99.4% |