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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 | $9,474 | $45,283-79.1% | $155,789-93.9% | $52,331-81.9% |
| Participation rate | 42.0% | 62.2%-20.2pp | 76.1%-34.1pp | 68.1%-26.1pp |
| Annual return | -20.18% | 1.80%-22.0pp | 71.54%-91.7pp | 4.54%-24.7pp |
| Employer contribution / active EE | $1,289 | $1,329-3.0% | $3,839-66.4% | $1,882-31.5% |
| Participant deferral / active EE | $2,788 | $2,854-2.3% | $4,798-41.9% | $3,022-7.8% |
| Admin fee / account holder | $101 | $981-89.7% | $7,477-98.6% | $592-82.9% |