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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 | $7,214 | $73,863-90.2% | $143,797-95.0% | $68,490-89.5% |
| Participation rate | 45.9% | 66.7%-20.7pp | 80.3%-34.4pp | 67.9%-22.0pp |
| Annual return | -20.30% | 0.91%-21.2pp | -0.04%-20.3pp | -7.85%-12.5pp |
| Employer contribution / active EE | $543 | $3,185-82.9% | $4,952-89.0% | $2,597-79.1% |
| Participant deferral / active EE | $951 | $3,385-71.9% | $5,638-83.1% | $4,028-76.4% |
| Admin fee / account holder | $173 | $5,756-97.0% | $14,679-98.8% | $5,403-96.8% |