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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 | $6,189 | $32,037-80.7% | $69,182-91.1% | $62,891-90.2% |
| Participation rate | 32.6% | 43.4%-10.8pp | 55.1%-22.5pp | 69.3%-36.7pp |
| Annual return | -13.11% | 15.16%-28.3pp | -21.94%+8.8pp | 20.14%-33.3pp |
| Employer contribution / active EE | $161 | $679-76.3% | $1,205-86.7% | $2,281-93.0% |
| Participant deferral / active EE | $341 | $1,185-71.2% | $1,896-82.0% | $3,203-89.3% |
| Admin fee / account holder | $207 | $2,608-92.0% | $2,697-92.3% | $4,296-95.2% |