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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 | $5,988 | $97,881-93.9% | $80,004-92.5% | $125,389-95.2% |
| Participation rate | 61.1% | 77.9%-16.8pp | 73.0%-11.9pp | 83.2%-22.1pp |
| Annual return | -5.83% | 9.36%-15.2pp | 7.63%-13.5pp | 282.24%-288.1pp |
| Employer contribution / active EE | $1,119 | $3,128-64.2% | $2,473-54.7% | $4,866-77.0% |
| Participant deferral / active EE | $1,535 | $3,744-59.0% | $3,204-52.1% | $5,352-71.3% |
| Admin fee / account holder | $19 | $6,278-99.7% | $5,033-99.6% | $9,541-99.8% |