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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 | $11,862 | $50,947-76.7% | $74,549-84.1% | $64,173-81.5% |
| Participation rate | 40.0% | 61.1%-21.1pp | 69.1%-29.1pp | 69.6%-29.6pp |
| Annual return | -11.72% | -1.85%-9.9pp | 32.53%-44.3pp | 7.63%-19.4pp |
| Employer contribution / active EE | $238 | $1,115-78.6% | $1,961-87.8% | $2,381-90.0% |
| Participant deferral / active EE | $1,225 | $2,302-46.8% | $3,108-60.6% | $3,470-64.7% |
| Admin fee / account holder | $80 | $4,221-98.1% | $5,059-98.4% | $4,887-98.4% |