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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 | $8,367 | $46,697-82.1% | $117,529-92.9% | $68,490-87.8% |
| Participation rate | 40.0% | 56.8%-16.8pp | 70.6%-30.6pp | 67.9%-27.9pp |
| Annual return | -24.70% | -14.52%-10.2pp | 29.77%-54.5pp | -7.85%-16.8pp |
| Employer contribution / active EE | $811 | $1,506-46.1% | $4,179-80.6% | $2,597-68.8% |
| Participant deferral / active EE | $1,842 | $2,637-30.2% | $4,072-54.8% | $4,028-54.3% |
| Admin fee / account holder | $0 | $4,023-100.0% | $5,645-100.0% | $5,403-100.0% |