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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 | $8,092 | $91,911-91.2% | $68,612-88.2% | $135,380-94.0% |
| Participation rate | 33.3% | 76.7%-43.4pp | 72.2%-38.9pp | 82.6%-49.3pp |
| Annual return | -34.49% | -8.22%-26.3pp | -4.63%-29.9pp | 519.81%-554.3pp |
| Employer contribution / active EE | $1,162 | $3,924-70.4% | $2,625-55.7% | $4,779-75.7% |
| Participant deferral / active EE | $1,996 | $4,315-53.7% | $3,311-39.7% | $5,609-64.4% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,828-100.0% |