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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 | $18,629 | $138,072-86.5% | $123,549-84.9% | $135,382-86.2% |
| Participation rate | 54.5% | 84.7%-30.2pp | 82.3%-27.7pp | 82.6%-28.1pp |
| Annual return | -11.74% | 153.69%-165.4pp | 119.20%-130.9pp | 519.77%-531.5pp |
| Employer contribution / active EE | $1,068 | $5,152-79.3% | $4,628-76.9% | $4,779-77.7% |
| Participant deferral / active EE | $3,041 | $6,799-55.3% | $6,426-52.7% | $5,609-45.8% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |