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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 | $6,562 | $42,383-84.5% | $76,518-91.4% | $64,173-89.8% |
| Participation rate | 30.8% | 58.1%-27.4pp | 68.0%-37.2pp | 69.6%-38.8pp |
| Annual return | -24.44% | -16.54%-7.9pp | -0.27%-24.2pp | 7.63%-32.1pp |
| Employer contribution / active EE | $287 | $1,563-81.6% | $2,647-89.2% | $2,381-87.9% |
| Participant deferral / active EE | $1,185 | $2,566-53.8% | $3,836-69.1% | $3,470-65.8% |
| Admin fee / account holder | $16 | $3,198-99.5% | $4,849-99.7% | $4,887-99.7% |