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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 | $10,892 | $75,832-85.6% | $147,617-92.6% | $59,633-81.7% |
| Participation rate | 68.1% | 71.6%-3.4pp | 84.6%-16.5pp | 68.7%-0.6pp |
| Annual return | -3.13% | 0.37%-3.5pp | 61.98%-65.1pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $1,234 | $3,485-64.6% | $5,564-77.8% | $2,203-44.0% |
| Participant deferral / active EE | $1,912 | $3,131-38.9% | $4,895-60.9% | $3,192-40.1% |
| Admin fee / account holder | $195 | $5,986-96.7% | $11,612-98.3% | $4,297-95.5% |