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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 | $8,349 | $52,678-84.2% | $75,784-89.0% | $59,633-86.0% |
| Participation rate | 36.6% | 67.2%-30.6pp | 75.8%-39.2pp | 68.7%-32.1pp |
| Annual return | -5.30% | 2.95%-8.3pp | 9.68%-15.0pp | 2041.45%-2046.8pp |
| Employer contribution / active EE | $874 | $2,193-60.1% | $3,323-73.7% | $2,203-60.3% |
| Participant deferral / active EE | $1,027 | $2,591-60.3% | $3,652-71.9% | $3,192-67.8% |
| Admin fee / account holder | $53 | $3,610-98.5% | $5,300-99.0% | $4,297-98.8% |