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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 | $3,260 | $48,267-93.2% | $68,794-95.3% | $68,495-95.2% |
| Participation rate | 68.9% | 60.7%+8.2pp | 69.0%-0.1pp | 67.9%+1.0pp |
| Annual return | -31.00% | -12.70%-18.3pp | -6.37%-24.6pp | -7.84%-23.2pp |
| Employer contribution / active EE | $653 | $1,829-64.3% | $2,656-75.4% | $2,596-74.9% |
| Participant deferral / active EE | $1,334 | $2,867-53.5% | $3,941-66.1% | $4,028-66.9% |
| Admin fee / account holder | $135 | $4,362-96.9% | $4,934-97.3% | $5,403-97.5% |