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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 | $11,381 | $133,981-91.5% | $112,249-89.9% | $134,532-91.5% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | -27.57% | 47.16%-74.7pp | 27.48%-55.1pp | 418.27%-445.8pp |
| Employer contribution / active EE | $953 | $4,040-76.4% | $3,636-73.8% | $4,741-79.9% |
| Participant deferral / active EE | $3,823 | $5,292-27.8% | $4,729-19.1% | $6,401-40.3% |
| Admin fee / account holder | $31 | $7,492-99.6% | $6,412-99.5% | $11,429-99.7% |