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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 | $8,149 | $50,958-84.0% | $74,552-89.1% | $64,181-87.3% |
| Participation rate | 39.3% | 61.1%-21.8pp | 69.1%-29.9pp | 69.6%-30.3pp |
| Annual return | -19.49% | -1.86%-17.6pp | 32.53%-52.0pp | 7.63%-27.1pp |
| Employer contribution / active EE | $1,059 | $1,115-5.1% | $1,961-46.0% | $2,381-55.5% |
| Participant deferral / active EE | $1,802 | $2,301-21.7% | $3,108-42.0% | $3,470-48.1% |
| Admin fee / account holder | $0 | $4,223-100.0% | $5,060-100.0% | $4,887-100.0% |