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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 | $15,961 | $50,947-68.7% | $74,551-78.6% | $64,173-75.1% |
| Participation rate | 63.0% | 61.1%+1.9pp | 69.1%-6.2pp | 69.6%-6.6pp |
| Annual return | -13.53% | -1.85%-11.7pp | 32.53%-46.1pp | 7.63%-21.2pp |
| Employer contribution / active EE | $1,377 | $1,115+23.4% | $1,961-29.8% | $2,381-42.2% |
| Participant deferral / active EE | $3,061 | $2,302+33.0% | $3,108-1.5% | $3,470-11.8% |
| Admin fee / account holder | $245 | $4,221-94.2% | $5,059-95.2% | $4,887-95.0% |