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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 | $9,257 | $87,546-89.4% | $75,784-87.8% | $125,389-92.6% |
| Participation rate | 38.9% | 80.2%-41.3pp | 75.8%-36.9pp | 83.2%-44.3pp |
| Annual return | -5.51% | 13.49%-19.0pp | 9.68%-15.2pp | 282.24%-287.8pp |
| Employer contribution / active EE | $1,136 | $3,930-71.1% | $3,323-65.8% | $4,866-76.7% |
| Participant deferral / active EE | $1,856 | $4,230-56.1% | $3,652-49.2% | $5,352-65.3% |
| Admin fee / account holder | $14 | $6,503-99.8% | $5,300-99.7% | $9,541-99.9% |