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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 | $6,822 | $87,546-92.2% | $75,784-91.0% | $125,389-94.6% |
| Participation rate | 33.3% | 80.2%-46.8pp | 75.8%-42.5pp | 83.2%-49.9pp |
| Annual return | -6.56% | 13.49%-20.0pp | 9.68%-16.2pp | 282.24%-288.8pp |
| Employer contribution / active EE | $1,503 | $3,930-61.8% | $3,323-54.8% | $4,866-69.1% |
| Participant deferral / active EE | $1,977 | $4,230-53.3% | $3,652-45.9% | $5,352-63.1% |
| Admin fee / account holder | $63 | $6,503-99.0% | $5,300-98.8% | $9,541-99.3% |