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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 | $5,266 | $50,947-89.7% | $74,551-92.9% | $64,173-91.8% |
| Participation rate | 34.5% | 61.1%-26.6pp | 69.1%-34.7pp | 69.6%-35.1pp |
| Annual return | -49.44% | -1.85%-47.6pp | 32.53%-82.0pp | 7.63%-57.1pp |
| Employer contribution / active EE | $598 | $1,115-46.4% | $1,961-69.5% | $2,381-74.9% |
| Participant deferral / active EE | $1,160 | $2,302-49.6% | $3,108-62.7% | $3,470-66.6% |
| Admin fee / account holder | $29 | $4,221-99.3% | $5,059-99.4% | $4,887-99.4% |