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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 | $7,702 | $106,588-92.8% | $94,215-91.8% | $155,188-95.0% |
| Participation rate | 0.0% | 74.3%-74.3pp | 70.0%-70.0pp | 80.8%-80.8pp |
| Annual return | -6.54% | 29.39%-35.9pp | 28.22%-34.8pp | 148.84%-155.4pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $2,675-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,276-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $12,281-100.0% | $10,216-100.0% | $14,480-100.0% |