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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 | $11,812 | $56,339-79.0% | $104,301-88.7% | $68,486-82.8% |
| Participation rate | 20.0% | 63.3%-43.3pp | 73.3%-53.3pp | 67.9%-47.9pp |
| Annual return | -24.69% | -9.19%-15.5pp | 24.61%-49.3pp | -7.85%-16.8pp |
| Employer contribution / active EE | $616 | $1,960-68.6% | $3,373-81.7% | $2,597-76.3% |
| Participant deferral / active EE | $1,117 | $3,077-63.7% | $4,626-75.8% | $4,028-72.3% |
| Admin fee / account holder | $275 | $4,902-94.4% | $7,340-96.3% | $5,404-94.9% |