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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 | $11,414 | $133,981-91.5% | $112,249-89.8% | $134,532-91.5% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -21.90% | 47.16%-69.1pp | 27.48%-49.4pp | 418.27%-440.2pp |
| Employer contribution / active EE | $1,126 | $4,040-72.1% | $3,636-69.0% | $4,741-76.2% |
| Participant deferral / active EE | $3,152 | $5,292-40.4% | $4,729-33.3% | $6,401-50.8% |
| Admin fee / account holder | $61 | $7,492-99.2% | $6,412-99.0% | $11,429-99.5% |