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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 | $3,633 | $59,819-93.9% | $79,583-95.4% | $68,490-94.7% |
| Participation rate | 53.3% | 61.1%-7.7pp | 69.5%-16.2pp | 67.9%-14.6pp |
| Annual return | -35.88% | -12.30%-23.6pp | 0.16%-36.0pp | -7.85%-28.0pp |
| Employer contribution / active EE | $591 | $1,505-60.7% | $2,414-75.5% | $2,597-77.2% |
| Participant deferral / active EE | $1,352 | $3,025-55.3% | $3,986-66.1% | $4,028-66.4% |
| Admin fee / account holder | $63 | $4,835-98.7% | $6,835-99.1% | $5,403-98.8% |