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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 | $14,340 | $56,339-74.5% | $104,301-86.3% | $68,495-79.1% |
| Participation rate | 51.4% | 63.3%-11.8pp | 73.3%-21.8pp | 67.9%-16.5pp |
| Annual return | -22.61% | -9.19%-13.4pp | 24.61%-47.2pp | -7.84%-14.8pp |
| Employer contribution / active EE | $1,153 | $1,960-41.2% | $3,373-65.8% | $2,596-55.6% |
| Participant deferral / active EE | $2,835 | $3,077-7.9% | $4,626-38.7% | $4,028-29.6% |
| Admin fee / account holder | $289 | $4,902-94.1% | $7,340-96.1% | $5,403-94.6% |