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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 | $8,835 | $61,660-85.7% | $80,022-89.0% | $64,173-86.2% |
| Participation rate | 32.1% | 71.7%-39.5pp | 75.8%-43.7pp | 69.6%-37.4pp |
| Annual return | -25.07% | -0.33%-24.7pp | 11.22%-36.3pp | 7.63%-32.7pp |
| Employer contribution / active EE | $717 | $1,810-60.4% | $2,468-71.0% | $2,381-69.9% |
| Participant deferral / active EE | $2,215 | $2,968-25.4% | $3,686-39.9% | $3,470-36.2% |
| Admin fee / account holder | $0 | $5,417-100.0% | $6,521-100.0% | $4,887-100.0% |