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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 | $9,780 | $49,280-80.2% | $67,313-85.5% | $64,173-84.8% |
| Participation rate | 25.4% | 60.8%-35.4pp | 69.1%-43.7pp | 69.6%-44.2pp |
| Annual return | -9.21% | -1.39%-7.8pp | -4.08%-5.1pp | 7.63%-16.8pp |
| Employer contribution / active EE | $371 | $1,668-77.7% | $2,566-85.5% | $2,381-84.4% |
| Participant deferral / active EE | $1,234 | $2,484-50.3% | $3,568-65.4% | $3,470-64.4% |
| Admin fee / account holder | $113 | $3,863-97.1% | $4,507-97.5% | $4,887-97.7% |