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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 | $9,562 | $56,484-83.1% | $169,452-94.4% | $64,181-85.1% |
| Participation rate | 61.1% | 64.5%-3.4pp | 77.8%-16.7pp | 69.6%-8.5pp |
| Annual return | -71.41% | -1.55%-69.9pp | 1.83%-73.2pp | 7.63%-79.0pp |
| Employer contribution / active EE | $1,923 | $1,832+4.9% | $4,157-53.7% | $2,381-19.2% |
| Participant deferral / active EE | $4,560 | $3,448+32.3% | $5,277-13.6% | $3,470+31.4% |
| Admin fee / account holder | $175 | $4,174-95.8% | $9,110-98.1% | $4,887-96.4% |