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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 | $19,427 | $81,870-76.3% | $119,622-83.8% | $68,486-71.6% |
| Participation rate | 59.4% | 71.9%-12.5pp | 79.3%-19.9pp | 67.9%-8.5pp |
| Annual return | -19.27% | -23.82%+4.6pp | -14.98%-4.3pp | -7.85%-11.4pp |
| Employer contribution / active EE | $1,705 | $2,692-36.7% | $4,232-59.7% | $2,597-34.3% |
| Participant deferral / active EE | $4,315 | $4,148+4.0% | $5,601-23.0% | $4,028+7.1% |
| Admin fee / account holder | $172 | $6,583-97.4% | $10,328-98.3% | $5,404-96.8% |