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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 | $12,265 | $73,009-83.2% | $90,760-86.5% | $68,486-82.1% |
| Participation rate | 27.9% | 70.8%-42.9pp | 75.7%-47.8pp | 67.9%-40.0pp |
| Annual return | -30.65% | -13.81%-16.8pp | -12.16%-18.5pp | -7.85%-22.8pp |
| Employer contribution / active EE | $641 | $2,193-70.8% | $2,922-78.0% | $2,597-75.3% |
| Participant deferral / active EE | $2,173 | $3,626-40.1% | $4,565-52.4% | $4,028-46.0% |
| Admin fee / account holder | $10 | $5,896-99.8% | $8,444-99.9% | $5,404-99.8% |