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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 | $19,318 | $71,872-73.1% | $86,691-77.7% | $68,495-71.8% |
| Participation rate | 59.3% | 72.2%-13.0pp | 76.6%-17.3pp | 67.9%-8.6pp |
| Annual return | -19.74% | 3.53%-23.3pp | 35.94%-55.7pp | -7.84%-11.9pp |
| Employer contribution / active EE | $2,388 | $2,173+9.9% | $2,837-15.8% | $2,596-8.0% |
| Participant deferral / active EE | $2,827 | $3,779-25.2% | $4,656-39.3% | $4,028-29.8% |
| Admin fee / account holder | $246 | $6,112-96.0% | $7,492-96.7% | $5,403-95.5% |