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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 | $9,584 | $53,596-82.1% | $90,655-89.4% | $64,181-85.1% |
| Participation rate | 52.3% | 64.5%-12.2pp | 74.0%-21.8pp | 69.6%-17.3pp |
| Annual return | -30.08% | 4.41%-34.5pp | 1.89%-32.0pp | 7.63%-37.7pp |
| Employer contribution / active EE | $1,336 | $1,503-11.1% | $2,532-47.2% | $2,381-43.9% |
| Participant deferral / active EE | $3,027 | $2,459+23.1% | $3,425-11.6% | $3,470-12.8% |
| Admin fee / account holder | $0 | $3,868-100.0% | $4,994-100.0% | $4,887-100.0% |