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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 | $12,546 | $77,817-83.9% | $123,553-89.8% | $64,173-80.5% |
| Participation rate | 36.2% | 74.7%-38.5pp | 82.3%-46.1pp | 69.6%-33.4pp |
| Annual return | -12.32% | 12.49%-24.8pp | 119.21%-131.5pp | 7.63%-20.0pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,339 | $5,240-36.3% | $6,426-48.0% | $3,470-3.8% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,887-100.0% |