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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 | $5,774 | $54,380-89.4% | $68,509-91.6% | $59,633-90.3% |
| Participation rate | 34.0% | 70.2%-36.2pp | 74.7%-40.7pp | 68.7%-34.6pp |
| Annual return | -12.00% | 2.83%-14.8pp | 8.27%-20.3pp | 2041.45%-2053.4pp |
| Employer contribution / active EE | $502 | $1,539-67.4% | $2,278-78.0% | $2,203-77.2% |
| Participant deferral / active EE | $1,298 | $2,643-50.9% | $3,382-61.6% | $3,192-59.3% |
| Admin fee / account holder | $42 | $3,885-98.9% | $5,275-99.2% | $4,297-99.0% |