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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 | $8,666 | $167,353-94.8% | $143,797-94.0% | $134,545-93.6% |
| Participation rate | 42.9% | 84.8%-42.0pp | 80.3%-37.5pp | 81.2%-38.4pp |
| Annual return | -37.53% | 0.48%-38.0pp | -0.04%-37.5pp | 418.37%-455.9pp |
| Employer contribution / active EE | $1,283 | $5,620-77.2% | $4,952-74.1% | $4,742-72.9% |
| Participant deferral / active EE | $3,269 | $6,447-49.3% | $5,638-42.0% | $6,401-48.9% |
| Admin fee / account holder | $165 | $18,096-99.1% | $14,679-98.9% | $11,431-98.6% |