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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 | $8,622 | $92,219-90.7% | $76,768-88.8% | $135,379-93.6% |
| Participation rate | 50.0% | 79.8%-29.8pp | 77.0%-27.0pp | 82.6%-32.6pp |
| Annual return | -25.96% | 5.46%-31.4pp | 2.43%-28.4pp | 519.79%-545.7pp |
| Employer contribution / active EE | $1,135 | $3,216-64.7% | $2,485-54.3% | $4,779-76.3% |
| Participant deferral / active EE | $2,878 | $4,508-36.2% | $3,852-25.3% | $5,609-48.7% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |