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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 | $10,467 | $167,353-93.7% | $143,797-92.7% | $134,545-92.2% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -36.36% | 0.48%-36.8pp | -0.04%-36.3pp | 418.37%-454.7pp |
| Employer contribution / active EE | $1,323 | $5,620-76.5% | $4,952-73.3% | $4,742-72.1% |
| Participant deferral / active EE | $3,286 | $6,447-49.0% | $5,638-41.7% | $6,401-48.7% |
| Admin fee / account holder | $292 | $18,096-98.4% | $14,679-98.0% | $11,431-97.4% |