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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 | $84,489 | $274,636-69.2% | $247,190-65.8% | $254,173-66.8% |
| Participation rate | 40.0% | 19.5%+20.5pp | 15.2%+24.8pp | 43.0%-3.0pp |
| Annual return | -2.94% | 7.44%-10.4pp | 7.87%-10.8pp | 259.17%-262.1pp |
| Employer contribution / active EE | $31,972 | $36,975-13.5% | $31,784+0.6% | $41,471-22.9% |
| Participant deferral / active EE | $0 | $171-100.0% | $241-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $288,252-100.0% | $240,514-100.0% | $21,502-100.0% |