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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 | $14,278 | $64,719-77.9% | $112,249-87.3% | $68,486-79.2% |
| Participation rate | 50.0% | 67.2%-17.2pp | 75.1%-25.1pp | 67.9%-17.9pp |
| Annual return | -31.32% | -11.40%-19.9pp | 27.48%-58.8pp | -7.85%-23.5pp |
| Employer contribution / active EE | $2,030 | $2,747-26.1% | $3,636-44.2% | $2,597-21.8% |
| Participant deferral / active EE | $4,260 | $3,565+19.5% | $4,729-9.9% | $4,028+5.8% |
| Admin fee / account holder | $70 | $5,232-98.7% | $6,412-98.9% | $5,404-98.7% |