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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 | $20,604 | $62,589-67.1% | $76,768-73.2% | $64,173-67.9% |
| Participation rate | 46.8% | 72.8%-26.0pp | 77.0%-30.2pp | 69.6%-22.8pp |
| Annual return | -8.25% | -1.95%-6.3pp | 2.43%-10.7pp | 7.63%-15.9pp |
| Employer contribution / active EE | $831 | $1,832-54.6% | $2,485-66.6% | $2,381-65.1% |
| Participant deferral / active EE | $1,564 | $3,145-50.3% | $3,852-59.4% | $3,470-54.9% |
| Admin fee / account holder | $196 | $4,667-95.8% | $6,675-97.1% | $4,887-96.0% |