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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 | $6,283 | $45,438-86.2% | $80,004-92.1% | $59,633-89.5% |
| Participation rate | 39.5% | 63.7%-24.3pp | 73.0%-33.5pp | 68.7%-29.2pp |
| Annual return | -3.22% | 5.10%-8.3pp | 7.63%-10.9pp | 2041.40%-2044.6pp |
| Employer contribution / active EE | $688 | $1,236-44.3% | $2,473-72.2% | $2,203-68.8% |
| Participant deferral / active EE | $1,085 | $2,231-51.4% | $3,204-66.1% | $3,192-66.0% |
| Admin fee / account holder | $80 | $3,464-97.7% | $5,033-98.4% | $4,297-98.1% |