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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 | $6,643 | $53,546-87.6% | $69,884-90.5% | $68,486-90.3% |
| Participation rate | 32.4% | 64.5%-32.1pp | 70.5%-38.0pp | 67.9%-35.5pp |
| Annual return | -32.29% | -13.87%-18.4pp | 190.81%-223.1pp | -7.85%-24.4pp |
| Employer contribution / active EE | $781 | $2,019-61.3% | $2,560-69.5% | $2,597-69.9% |
| Participant deferral / active EE | $1,465 | $2,957-50.4% | $3,848-61.9% | $4,028-63.6% |
| Admin fee / account holder | $274 | $4,693-94.2% | $6,266-95.6% | $5,404-94.9% |