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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 | $17,918 | $147,167-87.8% | $111,392-83.9% | $135,379-86.8% |
| Participation rate | 52.9% | 84.0%-31.1pp | 78.9%-25.9pp | 82.6%-29.7pp |
| Annual return | -11.15% | -4.44%-6.7pp | -2.06%-9.1pp | 519.79%-530.9pp |
| Employer contribution / active EE | $1,456 | $5,204-72.0% | $4,328-66.4% | $4,779-69.5% |
| Participant deferral / active EE | $2,195 | $6,565-66.6% | $5,567-60.6% | $5,609-60.9% |
| Admin fee / account holder | $34 | $20,270-99.8% | $12,266-99.7% | $10,828-99.7% |