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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 | $18,579 | $62,589-70.3% | $76,768-75.8% | $64,173-71.0% |
| Participation rate | 37.8% | 72.8%-35.0pp | 77.0%-39.2pp | 69.6%-31.8pp |
| Annual return | -7.93% | -1.95%-6.0pp | 2.43%-10.4pp | 7.63%-15.6pp |
| Employer contribution / active EE | $848 | $1,832-53.7% | $2,485-65.9% | $2,381-64.4% |
| Participant deferral / active EE | $1,588 | $3,145-49.5% | $3,852-58.8% | $3,470-54.2% |
| Admin fee / account holder | $15 | $4,667-99.7% | $6,675-99.8% | $4,887-99.7% |