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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 | $5,756 | $62,583-90.8% | $76,767-92.5% | $64,173-91.0% |
| Participation rate | 68.9% | 72.8%-3.9pp | 77.0%-8.1pp | 69.6%-0.7pp |
| Annual return | -14.75% | -1.95%-12.8pp | 2.43%-17.2pp | 7.63%-22.4pp |
| Employer contribution / active EE | $666 | $1,832-63.7% | $2,485-73.2% | $2,381-72.0% |
| Participant deferral / active EE | $2,136 | $3,145-32.1% | $3,852-44.5% | $3,470-38.4% |
| Admin fee / account holder | $93 | $4,667-98.0% | $6,675-98.6% | $4,887-98.1% |