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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 | $7,527 | $42,383-82.2% | $76,518-90.2% | $64,173-88.3% |
| Participation rate | 67.8% | 58.1%+9.7pp | 68.0%-0.2pp | 69.6%-1.8pp |
| Annual return | -10.57% | -16.54%+6.0pp | -0.27%-10.3pp | 7.63%-18.2pp |
| Employer contribution / active EE | $568 | $1,563-63.7% | $2,647-78.6% | $2,381-76.2% |
| Participant deferral / active EE | $1,370 | $2,566-46.6% | $3,836-64.3% | $3,470-60.5% |
| Admin fee / account holder | $272 | $3,198-91.5% | $4,849-94.4% | $4,887-94.4% |