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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 | $9,167 | $59,834-84.7% | $79,576-88.5% | $68,495-86.6% |
| Participation rate | 46.2% | 61.1%-14.9pp | 69.5%-23.3pp | 67.9%-21.7pp |
| Annual return | -27.93% | -12.30%-15.6pp | 0.15%-28.1pp | -7.84%-20.1pp |
| Employer contribution / active EE | $1,638 | $1,505+8.9% | $2,413-32.1% | $2,596-36.9% |
| Participant deferral / active EE | $3,003 | $3,024-0.7% | $3,985-24.6% | $4,028-25.4% |
| Admin fee / account holder | $34 | $4,835-99.3% | $6,834-99.5% | $5,403-99.4% |