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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 | $12,285 | $99,032-87.6% | $80,022-84.6% | $135,380-90.9% |
| Participation rate | 46.2% | 78.4%-32.2pp | 75.8%-29.7pp | 82.6%-36.5pp |
| Annual return | -41.98% | 15.39%-57.4pp | 11.22%-53.2pp | 519.81%-561.8pp |
| Employer contribution / active EE | $2,483 | $3,043-18.4% | $2,468+0.6% | $4,779-48.0% |
| Participant deferral / active EE | $2,474 | $4,282-42.2% | $3,686-32.9% | $5,609-55.9% |
| Admin fee / account holder | $10 | $10,436-99.9% | $6,521-99.8% | $10,828-99.9% |