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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 | $12,060 | $72,404-83.3% | $110,243-89.1% | $64,173-81.2% |
| Participation rate | 27.6% | 73.3%-45.8pp | 79.8%-52.2pp | 69.6%-42.0pp |
| Annual return | -15.26% | -6.29%-9.0pp | 314.76%-330.0pp | 7.63%-22.9pp |
| Employer contribution / active EE | $781 | $2,282-65.8% | $3,827-79.6% | $2,381-67.2% |
| Participant deferral / active EE | $2,292 | $3,469-33.9% | $4,672-50.9% | $3,470-33.9% |
| Admin fee / account holder | $0 | $5,664-100.0% | $8,548-100.0% | $4,887-100.0% |