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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 | $19,985 | $77,816-74.3% | $123,552-83.8% | $64,173-68.9% |
| Participation rate | 64.9% | 74.7%-9.8pp | 82.3%-17.4pp | 69.6%-4.7pp |
| Annual return | -9.28% | 12.49%-21.8pp | 119.20%-128.5pp | 7.63%-16.9pp |
| Employer contribution / active EE | $1,282 | $3,014-57.5% | $4,628-72.3% | $2,381-46.2% |
| Participant deferral / active EE | $4,141 | $5,240-21.0% | $6,426-35.6% | $3,470+19.4% |
| Admin fee / account holder | $265 | $5,519-95.2% | $9,285-97.2% | $4,887-94.6% |