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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 | $5,368 | $48,267-88.9% | $68,808-92.2% | $68,486-92.2% |
| Participation rate | 45.7% | 60.7%-15.0pp | 69.0%-23.4pp | 67.9%-22.2pp |
| Annual return | -22.16% | -12.70%-9.5pp | -6.37%-15.8pp | -7.85%-14.3pp |
| Employer contribution / active EE | $600 | $1,829-67.2% | $2,656-77.4% | $2,597-76.9% |
| Participant deferral / active EE | $1,265 | $2,867-55.9% | $3,942-67.9% | $4,028-68.6% |
| Admin fee / account holder | $16 | $4,362-99.6% | $4,936-99.7% | $5,404-99.7% |