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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 | $8,108 | $59,834-86.4% | $79,576-89.8% | $68,495-88.2% |
| Participation rate | 42.9% | 61.1%-18.2pp | 69.5%-26.6pp | 67.9%-25.0pp |
| Annual return | -21.87% | -12.30%-9.6pp | 0.15%-22.0pp | -7.84%-14.0pp |
| Employer contribution / active EE | $604 | $1,505-59.9% | $2,413-75.0% | $2,596-76.7% |
| Participant deferral / active EE | $1,643 | $3,024-45.7% | $3,985-58.8% | $4,028-59.2% |
| Admin fee / account holder | $106 | $4,835-97.8% | $6,834-98.5% | $5,403-98.0% |