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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 | $19,275 | $73,019-73.6% | $90,766-78.8% | $68,490-71.9% |
| Participation rate | 32.2% | 70.8%-38.6pp | 75.7%-43.5pp | 67.9%-35.7pp |
| Annual return | -26.17% | -13.81%-12.4pp | -12.16%-14.0pp | -7.85%-18.3pp |
| Employer contribution / active EE | $1,451 | $2,193-33.8% | $2,922-50.3% | $2,597-44.1% |
| Participant deferral / active EE | $2,516 | $3,626-30.6% | $4,565-44.9% | $4,028-37.5% |
| Admin fee / account holder | $145 | $5,897-97.5% | $8,446-98.3% | $5,403-97.3% |