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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 | $6,937 | $42,909-83.8% | $60,906-88.6% | $68,486-89.9% |
| Participation rate | 45.2% | 66.8%-21.6pp | 73.1%-27.9pp | 67.9%-22.7pp |
| Annual return | -22.39% | -13.99%-8.4pp | 16.94%-39.3pp | -7.85%-14.5pp |
| Employer contribution / active EE | $452 | $1,979-77.2% | $2,703-83.3% | $2,597-82.6% |
| Participant deferral / active EE | $1,654 | $2,866-42.3% | $3,814-56.6% | $4,028-58.9% |
| Admin fee / account holder | $45 | $3,104-98.5% | $3,227-98.6% | $5,404-99.2% |