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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 | $21,380 | $72,404-70.5% | $110,243-80.6% | $64,173-66.7% |
| Participation rate | 62.0% | 73.3%-11.3pp | 79.8%-17.8pp | 69.6%-7.6pp |
| Annual return | -10.64% | -6.29%-4.3pp | 314.76%-325.4pp | 7.63%-18.3pp |
| Employer contribution / active EE | $1,548 | $2,282-32.1% | $3,827-59.5% | $2,381-35.0% |
| Participant deferral / active EE | $3,242 | $3,469-6.6% | $4,672-30.6% | $3,470-6.6% |
| Admin fee / account holder | $212 | $5,664-96.3% | $8,548-97.5% | $4,887-95.7% |