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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 | $9,290 | $167,362-94.4% | $143,799-93.5% | $134,532-93.1% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -22.69% | 0.47%-23.2pp | -0.04%-22.6pp | 418.27%-441.0pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,558 | $6,447-60.3% | $5,638-54.6% | $6,401-60.0% |
| Admin fee / account holder | $35 | $18,094-99.8% | $14,677-99.8% | $11,429-99.7% |