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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 | $17,798 | $167,362-89.4% | $143,799-87.6% | $134,532-86.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -25.75% | 0.47%-26.2pp | -0.04%-25.7pp | 418.27%-444.0pp |
| Employer contribution / active EE | $1,650 | $5,620-70.6% | $4,952-66.7% | $4,741-65.2% |
| Participant deferral / active EE | $4,237 | $6,447-34.3% | $5,638-24.9% | $6,401-33.8% |
| Admin fee / account holder | $55 | $18,094-99.7% | $14,677-99.6% | $11,429-99.5% |