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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 | $11,699 | $49,280-76.3% | $67,313-82.6% | $64,173-81.8% |
| Participation rate | 61.4% | 60.8%+0.6pp | 69.1%-7.7pp | 69.6%-8.2pp |
| Annual return | -15.61% | -1.39%-14.2pp | -4.08%-11.5pp | 7.63%-23.2pp |
| Employer contribution / active EE | $1,144 | $1,668-31.4% | $2,566-55.4% | $2,381-52.0% |
| Participant deferral / active EE | $1,699 | $2,484-31.6% | $3,568-52.4% | $3,470-51.0% |
| Admin fee / account holder | $270 | $3,863-93.0% | $4,507-94.0% | $4,887-94.5% |