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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 | $12,030 | $167,353-92.8% | $143,797-91.6% | $134,545-91.1% |
| Participation rate | 54.5% | 84.8%-30.3pp | 80.3%-25.8pp | 81.2%-26.7pp |
| Annual return | -21.10% | 0.48%-21.6pp | -0.04%-21.1pp | 418.37%-439.5pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,921 | $6,447-39.2% | $5,638-30.5% | $6,401-38.7% |
| Admin fee / account holder | $60 | $18,096-99.7% | $14,679-99.6% | $11,431-99.5% |