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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 | $7,409 | $127,386-94.2% | $115,037-93.6% | $125,393-94.1% |
| Participation rate | 42.9% | 84.2%-41.3pp | 81.4%-38.5pp | 83.2%-40.3pp |
| Annual return | -19.84% | 31.28%-51.1pp | 26.14%-46.0pp | 282.23%-302.1pp |
| Employer contribution / active EE | $1,078 | $5,166-79.1% | $4,608-76.6% | $4,866-77.8% |
| Participant deferral / active EE | $2,628 | $6,423-59.1% | $6,026-56.4% | $5,351-50.9% |
| Admin fee / account holder | $105 | $9,516-98.9% | $8,175-98.7% | $9,541-98.9% |