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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 | $8,130 | $64,719-87.4% | $112,249-92.8% | $68,486-88.1% |
| Participation rate | 42.6% | 67.2%-24.5pp | 75.1%-32.4pp | 67.9%-25.3pp |
| Annual return | -19.80% | -11.40%-8.4pp | 27.48%-47.3pp | -7.85%-11.9pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,879 | $3,565-47.3% | $4,729-60.3% | $4,028-53.3% |
| Admin fee / account holder | $68 | $5,232-98.7% | $6,412-98.9% | $5,404-98.7% |