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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 | $20,291 | $81,870-75.2% | $119,622-83.0% | $68,486-70.4% |
| Participation rate | 41.2% | 71.9%-30.7pp | 79.3%-38.1pp | 67.9%-26.7pp |
| Annual return | -20.21% | -23.82%+3.6pp | -14.98%-5.2pp | -7.85%-12.4pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,403 | $4,148-42.1% | $5,601-57.1% | $4,028-40.3% |
| Admin fee / account holder | $227 | $6,583-96.5% | $10,328-97.8% | $5,404-95.8% |