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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 | $13,355 | $56,484-76.4% | $169,452-92.1% | $64,173-79.2% |
| Participation rate | 55.6% | 64.5%-9.0pp | 77.8%-22.2pp | 69.6%-14.0pp |
| Annual return | -13.28% | -1.55%-11.7pp | 1.83%-15.1pp | 7.63%-20.9pp |
| Employer contribution / active EE | $1,856 | $1,832+1.3% | $4,157-55.4% | $2,381-22.1% |
| Participant deferral / active EE | $3,209 | $3,448-6.9% | $5,277-39.2% | $3,470-7.5% |
| Admin fee / account holder | $66 | $4,174-98.4% | $9,110-99.3% | $4,887-98.6% |