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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 | $14,386 | $58,600-75.5% | $83,327-82.7% | $64,173-77.6% |
| Participation rate | 65.8% | 72.0%-6.3pp | 77.8%-12.0pp | 69.6%-3.8pp |
| Annual return | -10.49% | 9.66%-20.1pp | 10.64%-21.1pp | 7.63%-18.1pp |
| Employer contribution / active EE | $1,084 | $2,098-48.3% | $3,379-67.9% | $2,381-54.5% |
| Participant deferral / active EE | $2,242 | $4,656-51.8% | $5,565-59.7% | $3,470-35.4% |
| Admin fee / account holder | $132 | $9,282-98.6% | $7,540-98.2% | $4,887-97.3% |