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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 | $5,634 | $43,338-87.0% | $59,887-90.6% | $64,173-91.2% |
| Participation rate | 51.6% | 69.2%-17.6pp | 74.7%-23.1pp | 69.6%-18.0pp |
| Annual return | -13.61% | -1.55%-12.1pp | 3.46%-17.1pp | 7.63%-21.2pp |
| Employer contribution / active EE | $486 | $2,030-76.0% | $2,722-82.1% | $2,381-79.6% |
| Participant deferral / active EE | $1,380 | $2,547-45.8% | $3,402-59.4% | $3,470-60.2% |
| Admin fee / account holder | $99 | $3,007-96.7% | $3,591-97.2% | $4,887-98.0% |