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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 | $12,555 | $127,100-90.1% | $105,738-88.1% | $135,379-90.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 76.3%-9.7pp | 82.6%-16.0pp |
| Annual return | -14.06% | 4.49%-18.6pp | 6.27%-20.3pp | 519.79%-533.8pp |
| Employer contribution / active EE | $1,409 | $4,107-65.7% | $3,268-56.9% | $4,779-70.5% |
| Participant deferral / active EE | $3,785 | $5,064-25.3% | $4,080-7.2% | $5,609-32.5% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,828-100.0% |