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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 | $9,134 | $52,678-82.7% | $75,782-87.9% | $59,632-84.7% |
| Participation rate | 63.6% | 67.2%-3.6pp | 75.8%-12.2pp | 68.7%-5.0pp |
| Annual return | -3.43% | 2.95%-6.4pp | 9.68%-13.1pp | 2041.32%-2044.7pp |
| Employer contribution / active EE | $1,411 | $2,193-35.7% | $3,323-57.6% | $2,203-36.0% |
| Participant deferral / active EE | $2,358 | $2,591-9.0% | $3,652-35.4% | $3,192-26.1% |
| Admin fee / account holder | $0 | $3,610-100.0% | $5,300-100.0% | $4,297-100.0% |