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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 | $5,375 | $50,947-89.5% | $74,549-92.8% | $64,173-91.6% |
| Participation rate | 37.8% | 61.1%-23.2pp | 69.1%-31.3pp | 69.6%-31.7pp |
| Annual return | -16.59% | -1.85%-14.7pp | 32.53%-49.1pp | 7.63%-24.2pp |
| Employer contribution / active EE | $598 | $1,115-46.4% | $1,961-69.5% | $2,381-74.9% |
| Participant deferral / active EE | $1,306 | $2,302-43.3% | $3,108-58.0% | $3,470-62.4% |
| Admin fee / account holder | $61 | $4,221-98.5% | $5,059-98.8% | $4,887-98.7% |