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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 | $5,379 | $45,872-88.3% | $77,100-93.0% | $68,490-92.1% |
| Participation rate | 34.4% | 55.9%-21.5pp | 67.9%-33.5pp | 67.9%-33.5pp |
| Annual return | -28.86% | 1.73%-30.6pp | 42.35%-71.2pp | -7.85%-21.0pp |
| Employer contribution / active EE | $480 | $1,650-70.9% | $2,815-83.0% | $2,597-81.5% |
| Participant deferral / active EE | $1,052 | $2,963-64.5% | $4,430-76.2% | $4,028-73.9% |
| Admin fee / account holder | $62 | $3,041-98.0% | $5,443-98.9% | $5,403-98.8% |