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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 | $11,642 | $100,811-88.5% | $86,698-86.6% | $134,545-91.3% |
| Participation rate | 33.3% | 79.0%-45.6pp | 76.6%-43.3pp | 81.2%-47.9pp |
| Annual return | -29.09% | 29.11%-58.2pp | 35.96%-65.1pp | 418.37%-447.5pp |
| Employer contribution / active EE | $1,051 | $3,490-69.9% | $2,837-62.9% | $4,742-77.8% |
| Participant deferral / active EE | $1,827 | $5,339-65.8% | $4,656-60.8% | $6,401-71.5% |
| Admin fee / account holder | $25 | $10,926-99.8% | $7,492-99.7% | $11,431-99.8% |