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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 | $15,550 | $62,583-75.2% | $76,767-79.7% | $64,173-75.8% |
| Participation rate | 32.6% | 72.8%-40.2pp | 77.0%-44.4pp | 69.6%-37.0pp |
| Annual return | -13.08% | -1.95%-11.1pp | 2.43%-15.5pp | 7.63%-20.7pp |
| Employer contribution / active EE | $648 | $1,832-64.7% | $2,485-73.9% | $2,381-72.8% |
| Participant deferral / active EE | $1,516 | $3,145-51.8% | $3,852-60.6% | $3,470-56.3% |
| Admin fee / account holder | $155 | $4,667-96.7% | $6,675-97.7% | $4,887-96.8% |