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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 | $13,413 | $58,577-77.1% | $83,323-83.9% | $64,181-79.1% |
| Participation rate | 35.7% | 72.0%-36.3pp | 77.8%-42.0pp | 69.6%-33.9pp |
| Annual return | -9.53% | 9.65%-19.2pp | 10.63%-20.2pp | 7.63%-17.2pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,252 | $4,654-51.6% | $5,565-59.5% | $3,470-35.1% |
| Admin fee / account holder | $99 | $9,275-98.9% | $7,539-98.7% | $4,887-98.0% |