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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 | $4,920 | $52,306-90.6% | $69,779-92.9% | $62,881-92.2% |
| Participation rate | 66.7% | 67.2%-0.6pp | 71.8%-5.2pp | 69.3%-2.6pp |
| Annual return | -14.15% | 13.35%-27.5pp | 12.99%-27.1pp | 20.14%-34.3pp |
| Employer contribution / active EE | $332 | $1,799-81.6% | $2,338-85.8% | $2,281-85.5% |
| Participant deferral / active EE | $1,055 | $2,395-56.0% | $2,931-64.0% | $3,203-67.1% |
| Admin fee / account holder | $91 | $3,691-97.5% | $4,381-97.9% | $4,296-97.9% |