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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 | $9,477 | $56,484-83.2% | $169,452-94.4% | $64,173-85.2% |
| Participation rate | 44.0% | 64.5%-20.5pp | 77.8%-33.8pp | 69.6%-25.6pp |
| Annual return | -16.33% | -1.55%-14.8pp | 1.83%-18.2pp | 7.63%-24.0pp |
| Employer contribution / active EE | $1,260 | $1,832-31.2% | $4,157-69.7% | $2,381-47.1% |
| Participant deferral / active EE | $1,981 | $3,448-42.5% | $5,277-62.5% | $3,470-42.9% |
| Admin fee / account holder | $227 | $4,174-94.6% | $9,110-97.5% | $4,887-95.3% |