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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 | $17,758 | $71,878-75.3% | $86,698-79.5% | $68,486-74.1% |
| Participation rate | 48.1% | 72.2%-24.1pp | 76.6%-28.4pp | 67.9%-19.7pp |
| Annual return | -20.46% | 3.53%-24.0pp | 35.95%-56.4pp | -7.85%-12.6pp |
| Employer contribution / active EE | $588 | $2,173-72.9% | $2,837-79.3% | $2,597-77.3% |
| Participant deferral / active EE | $1,802 | $3,779-52.3% | $4,656-61.3% | $4,028-55.3% |
| Admin fee / account holder | $110 | $6,113-98.2% | $7,493-98.5% | $5,404-98.0% |