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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 | $10,896 | $133,998-91.9% | $112,263-90.3% | $134,545-91.9% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | -38.40% | 47.17%-85.6pp | 27.49%-65.9pp | 418.37%-456.8pp |
| Employer contribution / active EE | $2,451 | $4,040-39.3% | $3,636-32.6% | $4,742-48.3% |
| Participant deferral / active EE | $4,143 | $5,292-21.7% | $4,729-12.4% | $6,401-35.3% |
| Admin fee / account holder | $18 | $7,493-99.8% | $6,410-99.7% | $11,431-99.8% |