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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 | $13,957 | $95,979-85.5% | $74,551-81.3% | $135,380-89.7% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -13.64% | 56.97%-70.6pp | 32.53%-46.2pp | 519.81%-533.4pp |
| Employer contribution / active EE | $1,680 | $2,716-38.2% | $1,961-14.3% | $4,779-64.8% |
| Participant deferral / active EE | $2,160 | $3,844-43.8% | $3,108-30.5% | $5,609-61.5% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |