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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 | $4,147 | $73,863-94.4% | $143,797-97.1% | $68,490-93.9% |
| Participation rate | 41.9% | 66.7%-24.7pp | 80.3%-38.4pp | 67.9%-26.0pp |
| Annual return | -21.98% | 0.91%-22.9pp | -0.04%-21.9pp | -7.85%-14.1pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,322 | $3,385-61.0% | $5,638-76.6% | $4,028-67.2% |
| Admin fee / account holder | $89 | $5,756-98.5% | $14,679-99.4% | $5,403-98.4% |