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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 | $11,369 | $58,600-80.6% | $83,327-86.4% | $64,173-82.3% |
| Participation rate | 57.7% | 72.0%-14.3pp | 77.8%-20.1pp | 69.6%-11.9pp |
| Annual return | -13.41% | 9.66%-23.1pp | 10.64%-24.0pp | 7.63%-21.0pp |
| Employer contribution / active EE | $1,275 | $2,098-39.2% | $3,379-62.3% | $2,381-46.4% |
| Participant deferral / active EE | $2,528 | $4,656-45.7% | $5,565-54.6% | $3,470-27.1% |
| Admin fee / account holder | $0 | $9,282-100.0% | $7,540-100.0% | $4,887-100.0% |