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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 | $4,514 | $43,483-89.6% | $54,726-91.8% | $64,173-93.0% |
| Participation rate | 51.5% | 72.2%-20.6pp | 79.1%-27.6pp | 69.6%-18.1pp |
| Annual return | -21.25% | -1.03%-20.2pp | -4.56%-16.7pp | 7.63%-28.9pp |
| Employer contribution / active EE | $465 | $2,632-82.3% | $3,449-86.5% | $2,381-80.5% |
| Participant deferral / active EE | $1,483 | $3,102-52.2% | $3,953-62.5% | $3,470-57.3% |
| Admin fee / account holder | $21 | $4,250-99.5% | $3,818-99.5% | $4,887-99.6% |