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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 | $12,635 | $55,002-77.0% | $59,887-78.9% | $56,287-77.6% |
| Participation rate | 40.4% | 75.9%-35.5pp | 74.7%-34.3pp | 69.9%-29.5pp |
| Annual return | -11.96% | 1.13%-13.1pp | 3.46%-15.4pp | -9.96%-2.0pp |
| Employer contribution / active EE | $769 | $2,448-68.6% | $2,722-71.7% | $2,111-63.6% |
| Participant deferral / active EE | $1,819 | $3,121-41.7% | $3,402-46.5% | $3,350-45.7% |
| Admin fee / account holder | $263 | $236+11.7% | $3,591-92.7% | $521-49.4% |