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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 | $14,858 | $92,219-83.9% | $76,767-80.6% | $135,380-89.0% |
| Participation rate | 54.5% | 79.8%-25.2pp | 77.0%-22.4pp | 82.6%-28.1pp |
| Annual return | -18.28% | 5.46%-23.7pp | 2.43%-20.7pp | 519.81%-538.1pp |
| Employer contribution / active EE | $864 | $3,216-73.1% | $2,485-65.2% | $4,779-81.9% |
| Participant deferral / active EE | $3,406 | $4,508-24.5% | $3,852-11.6% | $5,609-39.3% |
| Admin fee / account holder | $39 | $10,749-99.6% | $6,675-99.4% | $10,828-99.6% |