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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 | $10,210 | $100,792-89.9% | $86,691-88.2% | $134,509-92.4% |
| Participation rate | 38.1% | 78.9%-40.9pp | 76.6%-38.5pp | 81.2%-43.1pp |
| Annual return | -22.97% | 29.08%-52.0pp | 35.94%-58.9pp | 418.13%-441.1pp |
| Employer contribution / active EE | $1,143 | $3,491-67.2% | $2,837-59.7% | $4,741-75.9% |
| Participant deferral / active EE | $1,762 | $5,339-67.0% | $4,656-62.2% | $6,400-72.5% |
| Admin fee / account holder | $14 | $10,924-99.9% | $7,492-99.8% | $11,427-99.9% |