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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 | $13,116 | $64,719-79.7% | $112,249-88.3% | $68,486-80.8% |
| Participation rate | 46.9% | 67.2%-20.3pp | 75.1%-28.2pp | 67.9%-21.0pp |
| Annual return | -20.97% | -11.40%-9.6pp | 27.48%-48.5pp | -7.85%-13.1pp |
| Employer contribution / active EE | $2,659 | $2,747-3.2% | $3,636-26.9% | $2,597+2.4% |
| Participant deferral / active EE | $2,232 | $3,565-37.4% | $4,729-52.8% | $4,028-44.6% |
| Admin fee / account holder | $120 | $5,232-97.7% | $6,412-98.1% | $5,404-97.8% |