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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 | $10,211 | $69,518-85.3% | $59,883-82.9% | $135,382-92.5% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.7%-8.0pp | 82.6%-16.0pp |
| Annual return | -40.99% | 7.95%-48.9pp | 3.46%-44.4pp | 519.77%-560.8pp |
| Employer contribution / active EE | $2,867 | $3,235-11.4% | $2,722+5.3% | $4,779-40.0% |
| Participant deferral / active EE | $2,867 | $4,204-31.8% | $3,402-15.7% | $5,609-48.9% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,591-100.0% | $10,829-100.0% |