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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 | $23,075 | $65,704-64.9% | $94,229-75.5% | $59,633-61.3% |
| Participation rate | 40.0% | 72.1%-32.1pp | 78.8%-38.8pp | 68.7%-28.7pp |
| Annual return | -2.85% | 5.22%-8.1pp | 10.68%-13.5pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $1,040 | $2,021-48.5% | $3,587-71.0% | $2,203-52.8% |
| Participant deferral / active EE | $3,653 | $3,143+16.2% | $4,320-15.4% | $3,192+14.5% |
| Admin fee / account holder | $163 | $4,265-96.2% | $6,269-97.4% | $4,297-96.2% |