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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 | $14,709 | $100,805-85.4% | $86,698-83.0% | $134,532-89.1% |
| Participation rate | 68.4% | 79.0%-10.5pp | 76.6%-8.2pp | 81.2%-12.8pp |
| Annual return | -21.31% | 29.09%-50.4pp | 35.95%-57.3pp | 418.27%-439.6pp |
| Employer contribution / active EE | $1,873 | $3,490-46.3% | $2,837-34.0% | $4,741-60.5% |
| Participant deferral / active EE | $5,297 | $5,339-0.8% | $4,656+13.8% | $6,401-17.2% |
| Admin fee / account holder | $18 | $10,925-99.8% | $7,493-99.8% | $11,429-99.8% |