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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 | $9,510 | $71,872-86.8% | $86,691-89.0% | $68,495-86.1% |
| Participation rate | 44.4% | 72.2%-27.8pp | 76.6%-32.1pp | 67.9%-23.4pp |
| Annual return | -23.28% | 3.53%-26.8pp | 35.94%-59.2pp | -7.84%-15.4pp |
| Employer contribution / active EE | $1,097 | $2,173-49.5% | $2,837-61.3% | $2,596-57.7% |
| Participant deferral / active EE | $2,704 | $3,779-28.4% | $4,656-41.9% | $4,028-32.9% |
| Admin fee / account holder | $25 | $6,112-99.6% | $7,492-99.7% | $5,403-99.5% |