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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 | $5,762 | $81,840-93.0% | $63,412-90.9% | $125,389-95.4% |
| Participation rate | 38.5% | 73.0%-34.6pp | 67.1%-28.6pp | 83.2%-44.7pp |
| Annual return | -75.94% | -0.10%-75.8pp | 4.04%-80.0pp | 282.24%-358.2pp |
| Employer contribution / active EE | $0 | $2,377-100.0% | $1,814-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,168 | $3,064-29.3% | $2,496-13.1% | $5,352-59.5% |
| Admin fee / account holder | $245 | $4,951-95.0% | $3,753-93.5% | $9,541-97.4% |