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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 | $9,076 | $43,344-79.1% | $59,899-84.8% | $64,173-85.9% |
| Participation rate | 47.8% | 69.2%-21.3pp | 74.7%-26.9pp | 69.6%-21.7pp |
| Annual return | -12.51% | -1.55%-11.0pp | 3.46%-16.0pp | 7.63%-20.1pp |
| Employer contribution / active EE | $1,136 | $2,030-44.0% | $2,723-58.3% | $2,381-52.3% |
| Participant deferral / active EE | $2,782 | $2,547+9.2% | $3,402-18.2% | $3,470-19.8% |
| Admin fee / account holder | $29 | $3,008-99.0% | $3,592-99.2% | $4,887-99.4% |