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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 | $13,301 | $99,032-86.6% | $80,022-83.4% | $135,380-90.2% |
| Participation rate | 60.0% | 78.4%-18.4pp | 75.8%-15.8pp | 82.6%-22.6pp |
| Annual return | -51.72% | 15.39%-67.1pp | 11.22%-62.9pp | 519.81%-571.5pp |
| Employer contribution / active EE | $1,666 | $3,043-45.3% | $2,468-32.5% | $4,779-65.1% |
| Participant deferral / active EE | $5,561 | $4,282+29.9% | $3,686+50.9% | $5,609-0.8% |
| Admin fee / account holder | $39 | $10,436-99.6% | $6,521-99.4% | $10,828-99.6% |