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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 | $4,610 | $49,280-90.6% | $67,313-93.2% | $64,173-92.8% |
| Participation rate | 40.8% | 60.8%-20.0pp | 69.1%-28.3pp | 69.6%-28.8pp |
| Annual return | -23.71% | -1.39%-22.3pp | -4.08%-19.6pp | 7.63%-31.3pp |
| Employer contribution / active EE | $336 | $1,668-79.9% | $2,566-86.9% | $2,381-85.9% |
| Participant deferral / active EE | $1,543 | $2,484-37.9% | $3,568-56.7% | $3,470-55.5% |
| Admin fee / account holder | $298 | $3,863-92.3% | $4,507-93.4% | $4,887-93.9% |