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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 | $10,370 | $43,730-76.3% | $121,208-91.4% | $64,181-83.8% |
| Participation rate | 57.6% | 58.3%-0.8pp | 71.8%-14.2pp | 69.6%-12.0pp |
| Annual return | -9.00% | 68.94%-77.9pp | 16.93%-25.9pp | 7.63%-16.6pp |
| Employer contribution / active EE | $295 | $1,297-77.2% | $4,023-92.7% | $2,381-87.6% |
| Participant deferral / active EE | $1,378 | $2,281-39.6% | $3,345-58.8% | $3,470-60.3% |
| Admin fee / account holder | $34 | $3,502-99.0% | $5,020-99.3% | $4,887-99.3% |