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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 | $10,719 | $87,016-87.7% | $63,244-83.1% | $125,389-91.5% |
| Participation rate | 40.9% | 77.1%-36.2pp | 71.0%-30.1pp | 83.2%-42.3pp |
| Annual return | -4.18% | 21.71%-25.9pp | -70.31%+66.1pp | 282.24%-286.4pp |
| Employer contribution / active EE | $1,028 | $3,601-71.5% | $2,322-55.7% | $4,866-78.9% |
| Participant deferral / active EE | $2,475 | $3,939-37.2% | $2,953-16.2% | $5,352-53.8% |
| Admin fee / account holder | $266 | $11,954-97.8% | $5,893-95.5% | $9,541-97.2% |