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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 | $10,517 | $62,586-83.2% | $76,766-86.3% | $64,181-83.6% |
| Participation rate | 25.8% | 72.8%-47.1pp | 77.0%-51.2pp | 69.6%-43.8pp |
| Annual return | -25.10% | -1.95%-23.2pp | 2.43%-27.5pp | 7.63%-32.7pp |
| Employer contribution / active EE | $670 | $1,832-63.4% | $2,485-73.0% | $2,381-71.9% |
| Participant deferral / active EE | $1,801 | $3,145-42.7% | $3,851-53.2% | $3,470-48.1% |
| Admin fee / account holder | $39 | $4,667-99.2% | $6,675-99.4% | $4,887-99.2% |