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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 | $16,784 | $92,219-81.8% | $76,766-78.1% | $135,382-87.6% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | -15.97% | 5.46%-21.4pp | 2.43%-18.4pp | 519.77%-535.7pp |
| Employer contribution / active EE | $2,098 | $3,216-34.8% | $2,485-15.6% | $4,779-56.1% |
| Participant deferral / active EE | $4,671 | $4,508+3.6% | $3,851+21.3% | $5,609-16.7% |
| Admin fee / account holder | $25 | $10,749-99.8% | $6,675-99.6% | $10,829-99.8% |