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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 | $9,551 | $72,404-86.8% | $110,243-91.3% | $64,173-85.1% |
| Participation rate | 41.0% | 73.3%-32.3pp | 79.8%-38.8pp | 69.6%-28.5pp |
| Annual return | -16.37% | -6.29%-10.1pp | 314.76%-331.1pp | 7.63%-24.0pp |
| Employer contribution / active EE | $594 | $2,282-73.9% | $3,827-84.5% | $2,381-75.0% |
| Participant deferral / active EE | $1,581 | $3,469-54.4% | $4,672-66.2% | $3,470-54.4% |
| Admin fee / account holder | $88 | $5,664-98.4% | $8,548-99.0% | $4,887-98.2% |