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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 | $11,482 | $72,177-84.1% | $115,037-90.0% | $59,632-80.7% |
| Participation rate | 64.8% | 72.6%-7.7pp | 81.4%-16.6pp | 68.7%-3.9pp |
| Annual return | -4.73% | 12.02%-16.8pp | 26.14%-30.9pp | 2041.32%-2046.1pp |
| Employer contribution / active EE | $1,729 | $2,841-39.1% | $4,608-62.5% | $2,203-21.5% |
| Participant deferral / active EE | $2,501 | $4,783-47.7% | $6,026-58.5% | $3,192-21.6% |
| Admin fee / account holder | $40 | $4,927-99.2% | $8,175-99.5% | $4,297-99.1% |