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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 | $19,671 | $72,404-72.8% | $110,243-82.2% | $64,173-69.3% |
| Participation rate | 47.8% | 73.3%-25.5pp | 79.8%-32.0pp | 69.6%-21.7pp |
| Annual return | -10.28% | -6.29%-4.0pp | 314.76%-325.0pp | 7.63%-17.9pp |
| Employer contribution / active EE | $1,156 | $2,282-49.3% | $3,827-69.8% | $2,381-51.4% |
| Participant deferral / active EE | $3,705 | $3,469+6.8% | $4,672-20.7% | $3,470+6.8% |
| Admin fee / account holder | $53 | $5,664-99.1% | $8,548-99.4% | $4,887-98.9% |