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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 | $24,602 | $79,955-69.2% | $98,461-75.0% | $75,173-67.3% |
| Participation rate | 39.1% | 70.4%-31.2pp | 75.2%-36.0pp | 67.2%-28.1pp |
| Annual return | -0.84% | 19.75%-20.6pp | 21.17%-22.0pp | 160.72%-161.6pp |
| Employer contribution / active EE | $1,339 | $2,264-40.9% | $3,049-56.1% | $2,671-49.9% |
| Participant deferral / active EE | $3,081 | $3,752-17.9% | $4,738-35.0% | $4,126-25.3% |
| Admin fee / account holder | $132 | $6,841-98.1% | $8,961-98.5% | $5,651-97.7% |