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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 | $6,481 | $46,689-86.1% | $117,498-94.5% | $68,495-90.5% |
| Participation rate | 41.7% | 56.8%-15.1pp | 70.6%-28.9pp | 67.9%-26.2pp |
| Annual return | -26.51% | -14.52%-12.0pp | 29.75%-56.3pp | -7.84%-18.7pp |
| Employer contribution / active EE | $1,089 | $1,505-27.7% | $4,178-73.9% | $2,596-58.1% |
| Participant deferral / active EE | $1,868 | $2,637-29.2% | $4,071-54.1% | $4,028-53.6% |
| Admin fee / account holder | $106 | $4,021-97.4% | $5,646-98.1% | $5,403-98.0% |