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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 | $15,938 | $167,362-90.5% | $143,799-88.9% | $134,532-88.2% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -22.95% | 0.47%-23.4pp | -0.04%-22.9pp | 418.27%-441.2pp |
| Employer contribution / active EE | $1,307 | $5,620-76.7% | $4,952-73.6% | $4,741-72.4% |
| Participant deferral / active EE | $3,257 | $6,447-49.5% | $5,638-42.2% | $6,401-49.1% |
| Admin fee / account holder | $52 | $18,094-99.7% | $14,677-99.6% | $11,429-99.5% |