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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 | $12,790 | $142,409-91.0% | $119,634-89.3% | $134,545-90.5% |
| Participation rate | 59.1% | 82.8%-23.7pp | 79.3%-20.2pp | 81.2%-22.1pp |
| Annual return | -21.54% | -12.46%-9.1pp | -14.98%-6.6pp | 418.37%-439.9pp |
| Employer contribution / active EE | $2,436 | $5,224-53.4% | $4,232-42.4% | $4,742-48.6% |
| Participant deferral / active EE | $2,436 | $6,468-62.3% | $5,601-56.5% | $6,401-61.9% |
| Admin fee / account holder | $23 | $13,594-99.8% | $10,329-99.8% | $11,431-99.8% |