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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 | $13,197 | $59,819-77.9% | $79,583-83.4% | $68,490-80.7% |
| Participation rate | 51.9% | 61.1%-9.2pp | 69.5%-17.6pp | 67.9%-16.0pp |
| Annual return | -71.35% | -12.30%-59.1pp | 0.16%-71.5pp | -7.85%-63.5pp |
| Employer contribution / active EE | $1,254 | $1,505-16.7% | $2,414-48.0% | $2,597-51.7% |
| Participant deferral / active EE | $5,412 | $3,025+78.9% | $3,986+35.8% | $4,028+34.4% |
| Admin fee / account holder | $253 | $4,835-94.8% | $6,835-96.3% | $5,403-95.3% |