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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 | $9,010 | $73,848-87.8% | $143,799-93.7% | $68,486-86.8% |
| Participation rate | 28.6% | 66.7%-38.1pp | 80.3%-51.7pp | 67.9%-39.3pp |
| Annual return | -20.10% | 0.91%-21.0pp | -0.04%-20.1pp | -7.85%-12.2pp |
| Employer contribution / active EE | $835 | $3,184-73.8% | $4,952-83.1% | $2,597-67.9% |
| Participant deferral / active EE | $2,524 | $3,385-25.4% | $5,638-55.2% | $4,028-37.3% |
| Admin fee / account holder | $114 | $5,755-98.0% | $14,677-99.2% | $5,404-97.9% |