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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 | $3,347 | $43,344-92.3% | $59,899-94.4% | $64,173-94.8% |
| Participation rate | 68.6% | 69.2%-0.6pp | 74.7%-6.1pp | 69.6%-1.0pp |
| Annual return | -12.91% | -1.55%-11.4pp | 3.46%-16.4pp | 7.63%-20.5pp |
| Employer contribution / active EE | $620 | $2,030-69.4% | $2,723-77.2% | $2,381-74.0% |
| Participant deferral / active EE | $1,189 | $2,547-53.3% | $3,402-65.1% | $3,470-65.7% |
| Admin fee / account holder | $13 | $3,008-99.6% | $3,592-99.6% | $4,887-99.7% |