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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 | $8,457 | $61,660-86.3% | $80,022-89.4% | $64,173-86.8% |
| Participation rate | 48.5% | 71.7%-23.2pp | 75.8%-27.3pp | 69.6%-21.1pp |
| Annual return | -29.25% | -0.33%-28.9pp | 11.22%-40.5pp | 7.63%-36.9pp |
| Employer contribution / active EE | $1,053 | $1,810-41.9% | $2,468-57.3% | $2,381-55.8% |
| Participant deferral / active EE | $2,243 | $2,968-24.4% | $3,686-39.2% | $3,470-35.4% |
| Admin fee / account holder | $92 | $5,417-98.3% | $6,521-98.6% | $4,887-98.1% |