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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 | $8,045 | $107,806-92.5% | $90,655-91.1% | $135,382-94.1% |
| Participation rate | 38.5% | 78.0%-39.6pp | 74.0%-35.6pp | 82.6%-44.2pp |
| Annual return | -16.00% | -0.90%-15.1pp | 1.89%-17.9pp | 519.77%-535.8pp |
| Employer contribution / active EE | $536 | $3,018-82.2% | $2,532-78.8% | $4,779-88.8% |
| Participant deferral / active EE | $866 | $3,872-77.6% | $3,425-74.7% | $5,609-84.6% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,829-100.0% |