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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 | $11,457 | $56,894-79.9% | $84,753-86.5% | $62,881-81.8% |
| Participation rate | 31.6% | 68.5%-37.0pp | 76.6%-45.0pp | 69.3%-37.7pp |
| Annual return | -57.30% | 6.30%-63.6pp | 22.78%-80.1pp | 20.14%-77.4pp |
| Employer contribution / active EE | $1,378 | $2,400-42.6% | $3,574-61.4% | $2,281-39.6% |
| Participant deferral / active EE | $1,847 | $2,709-31.8% | $3,712-50.2% | $3,203-42.3% |
| Admin fee / account holder | $3 | $3,581-99.9% | $5,333-100.0% | $4,296-99.9% |