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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 | $5,846 | $43,333-86.5% | $59,883-90.2% | $64,181-90.9% |
| Participation rate | 27.5% | 69.2%-41.7pp | 74.7%-47.2pp | 69.6%-42.1pp |
| Annual return | -21.27% | -1.55%-19.7pp | 3.46%-24.7pp | 7.63%-28.9pp |
| Employer contribution / active EE | $0 | $2,029-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,033 | $2,547-59.5% | $3,402-69.6% | $3,470-70.2% |
| Admin fee / account holder | $0 | $3,006-100.0% | $3,591-100.0% | $4,887-100.0% |