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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 | $8,186 | $73,839-88.9% | $143,788-94.3% | $68,495-88.0% |
| Participation rate | 23.1% | 66.7%-43.6pp | 80.3%-57.2pp | 67.9%-44.8pp |
| Annual return | -23.22% | 1.01%-24.2pp | -0.03%-23.2pp | -7.84%-15.4pp |
| Employer contribution / active EE | $669 | $3,184-79.0% | $4,952-86.5% | $2,596-74.2% |
| Participant deferral / active EE | $1,159 | $3,384-65.8% | $5,638-79.4% | $4,028-71.2% |
| Admin fee / account holder | $37 | $5,755-99.4% | $14,675-99.8% | $5,403-99.3% |