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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 | $11,115 | $133,998-91.7% | $112,263-90.1% | $134,545-91.7% |
| Participation rate | 61.9% | 78.6%-16.7pp | 75.1%-13.2pp | 81.2%-19.3pp |
| Annual return | -24.53% | 47.17%-71.7pp | 27.49%-52.0pp | 418.37%-442.9pp |
| Employer contribution / active EE | $1,419 | $4,040-64.9% | $3,636-61.0% | $4,742-70.1% |
| Participant deferral / active EE | $2,121 | $5,292-59.9% | $4,729-55.2% | $6,401-66.9% |
| Admin fee / account holder | $49 | $7,493-99.4% | $6,410-99.2% | $11,431-99.6% |