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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 | $17,057 | $167,352-89.8% | $143,788-88.1% | $134,509-87.3% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -20.21% | 0.47%-20.7pp | -0.03%-20.2pp | 418.13%-438.3pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,575 | $6,447-29.0% | $5,638-18.9% | $6,400-28.5% |
| Admin fee / account holder | $250 | $18,091-98.6% | $14,675-98.3% | $11,427-97.8% |