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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 | $7,842 | $190,862-95.9% | $159,991-95.1% | $134,509-94.2% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -26.19% | 552.59%-578.8pp | 408.82%-435.0pp | 418.13%-444.3pp |
| Employer contribution / active EE | $1,434 | $4,995-71.3% | $4,225-66.0% | $4,741-69.7% |
| Participant deferral / active EE | $2,284 | $6,924-67.0% | $6,183-63.1% | $6,400-64.3% |
| Admin fee / account holder | $23 | $10,495-99.8% | $8,715-99.7% | $11,427-99.8% |