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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 | $17,480 | $158,852-89.0% | $121,220-85.6% | $135,380-87.1% |
| Participation rate | 28.6% | 79.3%-50.7pp | 71.8%-43.2pp | 82.6%-54.1pp |
| Annual return | -14.20% | -0.64%-13.6pp | 16.94%-31.1pp | 519.81%-534.0pp |
| Employer contribution / active EE | $491 | $5,666-91.3% | $4,023-87.8% | $4,779-89.7% |
| Participant deferral / active EE | $1,943 | $4,006-51.5% | $3,345-41.9% | $5,609-65.4% |
| Admin fee / account holder | $185 | $6,515-97.2% | $5,021-96.3% | $10,828-98.3% |