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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 | $17,018 | $72,177-76.4% | $115,038-85.2% | $59,633-71.5% |
| Participation rate | 48.3% | 72.6%-24.3pp | 81.4%-33.1pp | 68.7%-20.4pp |
| Annual return | -5.33% | 12.02%-17.4pp | 26.14%-31.5pp | 2041.45%-2046.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,791 | $4,783+0.2% | $6,026-20.5% | $3,192+50.1% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |