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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 | $16,688 | $95,979-82.6% | $74,551-77.6% | $135,380-87.7% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -13.88% | 56.97%-70.8pp | 32.53%-46.4pp | 519.81%-533.7pp |
| Employer contribution / active EE | $1,117 | $2,716-58.9% | $1,961-43.1% | $4,779-76.6% |
| Participant deferral / active EE | $4,581 | $3,844+19.2% | $3,108+47.4% | $5,609-18.3% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |