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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 | $5,507 | $73,863-92.5% | $143,797-96.2% | $68,490-92.0% |
| Participation rate | 44.3% | 66.7%-22.4pp | 80.3%-36.1pp | 67.9%-23.6pp |
| Annual return | -19.80% | 0.91%-20.7pp | -0.04%-19.8pp | -7.85%-12.0pp |
| Employer contribution / active EE | $465 | $3,185-85.4% | $4,952-90.6% | $2,597-82.1% |
| Participant deferral / active EE | $997 | $3,385-70.5% | $5,638-82.3% | $4,028-75.2% |
| Admin fee / account holder | $67 | $5,756-98.8% | $14,679-99.5% | $5,403-98.8% |