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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 | $13,254 | $71,878-81.6% | $86,698-84.7% | $68,486-80.6% |
| Participation rate | 57.1% | 72.2%-15.1pp | 76.6%-19.4pp | 67.9%-10.8pp |
| Annual return | -20.16% | 3.53%-23.7pp | 35.95%-56.1pp | -7.85%-12.3pp |
| Employer contribution / active EE | $1,435 | $2,173-34.0% | $2,837-49.4% | $2,597-44.7% |
| Participant deferral / active EE | $3,391 | $3,779-10.3% | $4,656-27.2% | $4,028-15.8% |
| Admin fee / account holder | $39 | $6,113-99.4% | $7,493-99.5% | $5,404-99.3% |