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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 | $6,954 | $42,909-83.8% | $60,906-88.6% | $68,486-89.8% |
| Participation rate | 37.1% | 66.8%-29.6pp | 73.1%-36.0pp | 67.9%-30.8pp |
| Annual return | -28.69% | -13.99%-14.7pp | 16.94%-45.6pp | -7.85%-20.8pp |
| Employer contribution / active EE | $762 | $1,979-61.5% | $2,703-71.8% | $2,597-70.7% |
| Participant deferral / active EE | $1,627 | $2,866-43.2% | $3,814-57.3% | $4,028-59.6% |
| Admin fee / account holder | $228 | $3,104-92.7% | $3,227-92.9% | $5,404-95.8% |