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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 | $14,489 | $167,353-91.3% | $143,797-89.9% | $134,545-89.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -22.52% | 0.48%-23.0pp | -0.04%-22.5pp | 418.37%-440.9pp |
| Employer contribution / active EE | $2,156 | $5,620-61.6% | $4,952-56.5% | $4,742-54.5% |
| Participant deferral / active EE | $3,367 | $6,447-47.8% | $5,638-40.3% | $6,401-47.4% |
| Admin fee / account holder | $67 | $18,096-99.6% | $14,679-99.5% | $11,431-99.4% |