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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 | $23,393 | $71,872-67.5% | $86,691-73.0% | $68,495-65.8% |
| Participation rate | 55.3% | 72.2%-17.0pp | 76.6%-21.3pp | 67.9%-12.6pp |
| Annual return | -27.84% | 3.53%-31.4pp | 35.94%-63.8pp | -7.84%-20.0pp |
| Employer contribution / active EE | $1,738 | $2,173-20.0% | $2,837-38.7% | $2,596-33.1% |
| Participant deferral / active EE | $3,195 | $3,779-15.4% | $4,656-31.4% | $4,028-20.7% |
| Admin fee / account holder | $238 | $6,112-96.1% | $7,492-96.8% | $5,403-95.6% |