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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 | $16,437 | $99,032-83.4% | $80,022-79.5% | $135,380-87.9% |
| Participation rate | 60.0% | 78.4%-18.4pp | 75.8%-15.8pp | 82.6%-22.6pp |
| Annual return | -11.92% | 15.39%-27.3pp | 11.22%-23.1pp | 519.81%-531.7pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,010 | $4,282+63.7% | $3,686+90.2% | $5,609+25.0% |
| Admin fee / account holder | $229 | $10,436-97.8% | $6,521-96.5% | $10,828-97.9% |