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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 | $10,894 | $57,352-81.0% | $83,830-87.0% | $64,173-83.0% |
| Participation rate | 38.5% | 68.6%-30.1pp | 76.1%-37.7pp | 69.6%-31.1pp |
| Annual return | -15.38% | 11.38%-26.8pp | 850.97%-866.3pp | 7.63%-23.0pp |
| Employer contribution / active EE | $1,020 | $2,546-59.9% | $3,631-71.9% | $2,381-57.2% |
| Participant deferral / active EE | $1,590 | $2,993-46.9% | $4,082-61.1% | $3,470-54.2% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,479-100.0% | $4,887-100.0% |