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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 | $15,688 | $76,912-79.6% | $129,118-87.8% | $68,486-77.1% |
| Participation rate | 69.0% | 69.1%-0.1pp | 77.2%-8.2pp | 67.9%+1.1pp |
| Annual return | -22.35% | -9.78%-12.6pp | -10.94%-11.4pp | -7.85%-14.5pp |
| Employer contribution / active EE | $3,223 | $3,243-0.6% | $5,051-36.2% | $2,597+24.1% |
| Participant deferral / active EE | $4,405 | $4,732-6.9% | $6,539-32.6% | $4,028+9.4% |
| Admin fee / account holder | $3 | $6,638-99.9% | $14,305-100.0% | $5,404-99.9% |