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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 | $13,636 | $129,960-89.5% | $104,299-86.9% | $134,545-89.9% |
| Participation rate | 62.5% | 79.5%-17.0pp | 73.3%-10.8pp | 81.2%-18.7pp |
| Annual return | -20.42% | 42.06%-62.5pp | 24.62%-45.0pp | 418.37%-438.8pp |
| Employer contribution / active EE | $1,089 | $4,186-74.0% | $3,373-67.7% | $4,742-77.0% |
| Participant deferral / active EE | $4,379 | $5,589-21.7% | $4,626-5.3% | $6,401-31.6% |
| Admin fee / account holder | $39 | $9,324-99.6% | $7,339-99.5% | $11,431-99.7% |