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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 | $12,068 | $167,352-92.8% | $143,788-91.6% | $134,509-91.0% |
| Participation rate | 25.0% | 84.8%-59.8pp | 80.3%-55.3pp | 81.2%-56.2pp |
| Annual return | -54.37% | 0.47%-54.8pp | -0.03%-54.3pp | 418.13%-472.5pp |
| Employer contribution / active EE | $1,196 | $5,620-78.7% | $4,952-75.8% | $4,741-74.8% |
| Participant deferral / active EE | $2,295 | $6,447-64.4% | $5,638-59.3% | $6,400-64.1% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |