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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 | $22,902 | $71,878-68.1% | $86,698-73.6% | $68,486-66.6% |
| Participation rate | 65.5% | 72.2%-6.7pp | 76.6%-11.1pp | 67.9%-2.4pp |
| Annual return | -19.12% | 3.53%-22.7pp | 35.95%-55.1pp | -7.85%-11.3pp |
| Employer contribution / active EE | $1,680 | $2,173-22.7% | $2,837-40.8% | $2,597-35.3% |
| Participant deferral / active EE | $3,307 | $3,779-12.5% | $4,656-29.0% | $4,028-17.9% |
| Admin fee / account holder | $97 | $6,113-98.4% | $7,493-98.7% | $5,404-98.2% |