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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 | $8,185 | $100,811-91.9% | $86,698-90.6% | $134,545-93.9% |
| Participation rate | 44.4% | 79.0%-34.5pp | 76.6%-32.1pp | 81.2%-36.8pp |
| Annual return | -31.81% | 29.11%-60.9pp | 35.96%-67.8pp | 418.37%-450.2pp |
| Employer contribution / active EE | $1,289 | $3,490-63.1% | $2,837-54.6% | $4,742-72.8% |
| Participant deferral / active EE | $2,042 | $5,339-61.8% | $4,656-56.2% | $6,401-68.1% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,492-100.0% | $11,431-100.0% |