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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 | $11,982 | $167,352-92.8% | $143,788-91.7% | $134,509-91.1% |
| Participation rate | 41.7% | 84.8%-43.1pp | 80.3%-38.6pp | 81.2%-39.6pp |
| Annual return | -95.95% | 0.47%-96.4pp | -0.03%-95.9pp | 418.13%-514.1pp |
| Employer contribution / active EE | $1,548 | $5,620-72.5% | $4,952-68.7% | $4,741-67.4% |
| Participant deferral / active EE | $3,430 | $6,447-46.8% | $5,638-39.2% | $6,400-46.4% |
| Admin fee / account holder | $50 | $18,091-99.7% | $14,675-99.7% | $11,427-99.6% |