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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 | $12,109 | $211,946-94.3% | $169,452-92.9% | $135,380-91.1% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -12.24% | 3.26%-15.5pp | 1.83%-14.1pp | 519.81%-532.0pp |
| Employer contribution / active EE | $1,076 | $5,117-79.0% | $4,157-74.1% | $4,779-77.5% |
| Participant deferral / active EE | $2,403 | $6,075-60.4% | $5,277-54.5% | $5,609-57.2% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |