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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 | $10,534 | $69,518-84.8% | $59,887-82.4% | $135,379-92.2% |
| Participation rate | 52.9% | 77.8%-24.9pp | 74.7%-21.8pp | 82.6%-29.7pp |
| Annual return | -13.04% | 7.95%-21.0pp | 3.46%-16.5pp | 519.79%-532.8pp |
| Employer contribution / active EE | $932 | $3,235-71.2% | $2,722-65.7% | $4,779-80.5% |
| Participant deferral / active EE | $1,643 | $4,204-60.9% | $3,402-51.7% | $5,609-70.7% |
| Admin fee / account holder | $103 | $5,734-98.2% | $3,591-97.1% | $10,828-99.0% |