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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 | $7,921 | $73,848-89.3% | $143,799-94.5% | $68,486-88.4% |
| Participation rate | 68.6% | 66.7%+1.9pp | 80.3%-11.7pp | 67.9%+0.7pp |
| Annual return | -21.46% | 0.91%-22.4pp | -0.04%-21.4pp | -7.85%-13.6pp |
| Employer contribution / active EE | $709 | $3,184-77.7% | $4,952-85.7% | $2,597-72.7% |
| Participant deferral / active EE | $1,712 | $3,385-49.4% | $5,638-69.6% | $4,028-57.5% |
| Admin fee / account holder | $31 | $5,755-99.5% | $14,677-99.8% | $5,404-99.4% |