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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 | $15,576 | $81,870-81.0% | $119,608-87.0% | $68,495-77.3% |
| Participation rate | 50.7% | 71.9%-21.2pp | 79.3%-28.6pp | 67.9%-17.2pp |
| Annual return | -19.73% | -23.82%+4.1pp | -14.98%-4.7pp | -7.84%-11.9pp |
| Employer contribution / active EE | $1,242 | $2,692-53.9% | $4,232-70.6% | $2,596-52.2% |
| Participant deferral / active EE | $3,107 | $4,148-25.1% | $5,601-44.5% | $4,028-22.8% |
| Admin fee / account holder | $219 | $6,583-96.7% | $10,326-97.9% | $5,403-95.9% |