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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 | $11,581 | $75,962-84.8% | $154,111-92.5% | $64,173-82.0% |
| Participation rate | 43.9% | 70.4%-26.6pp | 83.0%-39.2pp | 69.6%-25.7pp |
| Annual return | -10.75% | 30.32%-41.1pp | 735.18%-745.9pp | 7.63%-18.4pp |
| Employer contribution / active EE | $785 | $3,350-76.6% | $5,298-85.2% | $2,381-67.0% |
| Participant deferral / active EE | $1,969 | $3,175-38.0% | $5,081-61.2% | $3,470-43.3% |
| Admin fee / account holder | $165 | $5,589-97.1% | $13,411-98.8% | $4,887-96.6% |