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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 | $10,415 | $62,583-83.4% | $76,767-86.4% | $64,173-83.8% |
| Participation rate | 32.8% | 72.8%-40.0pp | 77.0%-44.2pp | 69.6%-36.8pp |
| Annual return | -22.67% | -1.95%-20.7pp | 2.43%-25.1pp | 7.63%-30.3pp |
| Employer contribution / active EE | $453 | $1,832-75.3% | $2,485-81.8% | $2,381-81.0% |
| Participant deferral / active EE | $2,023 | $3,145-35.7% | $3,852-47.5% | $3,470-41.7% |
| Admin fee / account holder | $271 | $4,667-94.2% | $6,675-95.9% | $4,887-94.5% |