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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 | $12,532 | $52,678-76.2% | $75,784-83.5% | $59,633-79.0% |
| Participation rate | 50.0% | 67.2%-17.2pp | 75.8%-25.8pp | 68.7%-18.7pp |
| Annual return | -3.56% | 2.95%-6.5pp | 9.68%-13.2pp | 2041.40%-2045.0pp |
| Employer contribution / active EE | $811 | $2,193-63.0% | $3,323-75.6% | $2,203-63.2% |
| Participant deferral / active EE | $3,250 | $2,591+25.5% | $3,652-11.0% | $3,192+1.8% |
| Admin fee / account holder | $42 | $3,610-98.8% | $5,300-99.2% | $4,297-99.0% |