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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 | $18,501 | $92,219-79.9% | $76,768-75.9% | $135,379-86.3% |
| Participation rate | 52.6% | 79.8%-27.1pp | 77.0%-24.3pp | 82.6%-30.0pp |
| Annual return | -13.37% | 5.46%-18.8pp | 2.43%-15.8pp | 519.79%-533.2pp |
| Employer contribution / active EE | $1,663 | $3,216-48.3% | $2,485-33.1% | $4,779-65.2% |
| Participant deferral / active EE | $3,196 | $4,508-29.1% | $3,852-17.0% | $5,609-43.0% |
| Admin fee / account holder | $64 | $10,749-99.4% | $6,675-99.0% | $10,828-99.4% |