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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 | $15,170 | $99,032-84.7% | $80,022-81.0% | $135,379-88.8% |
| Participation rate | 66.7% | 78.4%-11.7pp | 75.8%-9.2pp | 82.6%-16.0pp |
| Annual return | -10.27% | 15.39%-25.7pp | 11.22%-21.5pp | 519.79%-530.1pp |
| Employer contribution / active EE | $1,177 | $3,043-61.3% | $2,468-52.3% | $4,779-75.4% |
| Participant deferral / active EE | $2,644 | $4,282-38.3% | $3,686-28.3% | $5,609-52.9% |
| Admin fee / account holder | $10 | $10,436-99.9% | $6,521-99.8% | $10,828-99.9% |