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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 | $13,102 | $59,819-78.1% | $79,583-83.5% | $68,490-80.9% |
| Participation rate | 57.4% | 61.1%-3.6pp | 69.5%-12.0pp | 67.9%-10.4pp |
| Annual return | -20.89% | -12.30%-8.6pp | 0.16%-21.1pp | -7.85%-13.0pp |
| Employer contribution / active EE | $692 | $1,505-54.1% | $2,414-71.3% | $2,597-73.4% |
| Participant deferral / active EE | $1,411 | $3,025-53.3% | $3,986-64.6% | $4,028-65.0% |
| Admin fee / account holder | $276 | $4,835-94.3% | $6,835-96.0% | $5,403-94.9% |