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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 | $5,967 | $73,019-91.8% | $90,766-93.4% | $68,490-91.3% |
| Participation rate | 62.5% | 70.8%-8.3pp | 75.7%-13.2pp | 67.9%-5.4pp |
| Annual return | -99.48% | -13.81%-85.7pp | -12.16%-87.3pp | -7.85%-91.6pp |
| Employer contribution / active EE | $1,228 | $2,193-44.0% | $2,922-58.0% | $2,597-52.7% |
| Participant deferral / active EE | $2,688 | $3,626-25.9% | $4,565-41.1% | $4,028-33.3% |
| Admin fee / account holder | $7 | $5,897-99.9% | $8,446-99.9% | $5,403-99.9% |