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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 | $17,030 | $64,719-73.7% | $112,249-84.8% | $68,486-75.1% |
| Participation rate | 47.4% | 67.2%-19.7pp | 75.1%-27.6pp | 67.9%-20.5pp |
| Annual return | -20.10% | -11.40%-8.7pp | 27.48%-47.6pp | -7.85%-12.2pp |
| Employer contribution / active EE | $1,519 | $2,747-44.7% | $3,636-58.2% | $2,597-41.5% |
| Participant deferral / active EE | $2,179 | $3,565-38.9% | $4,729-53.9% | $4,028-45.9% |
| Admin fee / account holder | $200 | $5,232-96.2% | $6,412-96.9% | $5,404-96.3% |