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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 | $11,074 | $88,707-87.5% | $74,184-85.1% | $273,972-96.0% |
| Participation rate | 46.2% | 79.4%-33.3pp | 76.6%-30.5pp | 83.0%-36.9pp |
| Annual return | -9.56% | 11.94%-21.5pp | 17.74%-27.3pp | 41.46%-51.0pp |
| Employer contribution / active EE | $1,192 | $3,159-62.3% | $2,370-49.7% | $4,869-75.5% |
| Participant deferral / active EE | $2,323 | $4,212-44.8% | $3,550-34.5% | $5,287-56.1% |
| Admin fee / account holder | $179 | $8,717-97.9% | $5,586-96.8% | $10,133-98.2% |