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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 | $16,646 | $127,387-86.9% | $115,038-85.5% | $125,389-86.7% |
| Participation rate | 68.4% | 84.2%-15.7pp | 81.4%-12.9pp | 83.2%-14.8pp |
| Annual return | -5.11% | 31.28%-36.4pp | 26.14%-31.3pp | 282.24%-287.4pp |
| Employer contribution / active EE | $1,810 | $5,166-65.0% | $4,608-60.7% | $4,866-62.8% |
| Participant deferral / active EE | $2,852 | $6,423-55.6% | $6,026-52.7% | $5,352-46.7% |
| Admin fee / account holder | $203 | $9,516-97.9% | $8,175-97.5% | $9,541-97.9% |