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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 | $11,859 | $63,471-81.3% | $68,808-82.8% | $66,938-82.3% |
| Participation rate | 40.4% | 60.0%-19.6pp | 69.0%-28.6pp | 69.8%-29.4pp |
| Annual return | -23.28% | -8.29%-15.0pp | -6.37%-16.9pp | 1.58%-24.9pp |
| Employer contribution / active EE | $825 | $1,776-53.5% | $2,656-68.9% | $2,545-67.6% |
| Participant deferral / active EE | $1,812 | $2,946-38.5% | $3,942-54.0% | $4,238-57.2% |
| Admin fee / account holder | $160 | $578-72.2% | $4,936-96.8% | $594-73.0% |