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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 | $16,211 | $52,911-69.4% | $73,309-77.9% | $59,633-72.8% |
| Participation rate | 52.9% | 68.2%-15.3pp | 74.9%-22.0pp | 68.7%-15.7pp |
| Annual return | -3.33% | 12.20%-15.5pp | 5.67%-9.0pp | 2041.40%-2044.7pp |
| Employer contribution / active EE | $1,547 | $1,909-19.0% | $3,237-52.2% | $2,203-29.8% |
| Participant deferral / active EE | $3,778 | $4,069-7.2% | $4,991-24.3% | $3,192+18.4% |
| Admin fee / account holder | $12 | $3,835-99.7% | $5,635-99.8% | $4,297-99.7% |