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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 | $9,452 | $59,813-84.2% | $79,580-88.1% | $68,486-86.2% |
| Participation rate | 37.1% | 61.1%-24.0pp | 69.5%-32.4pp | 67.9%-30.8pp |
| Annual return | -35.71% | -12.30%-23.4pp | 0.15%-35.9pp | -7.85%-27.9pp |
| Employer contribution / active EE | $605 | $1,505-59.8% | $2,413-74.9% | $2,597-76.7% |
| Participant deferral / active EE | $1,925 | $3,024-36.4% | $3,985-51.7% | $4,028-52.2% |
| Admin fee / account holder | $35 | $4,835-99.3% | $6,835-99.5% | $5,404-99.4% |