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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 | $13,935 | $140,592-90.1% | $123,105-88.7% | $125,389-88.9% |
| Participation rate | 60.0% | 88.2%-28.2pp | 86.8%-26.8pp | 83.2%-23.2pp |
| Annual return | -12.24% | 16.80%-29.0pp | 13.22%-25.5pp | 282.24%-294.5pp |
| Employer contribution / active EE | $1,621 | $6,041-73.2% | $5,151-68.5% | $4,866-66.7% |
| Participant deferral / active EE | $7,772 | $6,980+11.3% | $6,229+24.8% | $5,352+45.2% |
| Admin fee / account holder | $85 | $11,198-99.2% | $9,014-99.1% | $9,541-99.1% |