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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 | $10,359 | $54,162-80.9% | $68,612-84.9% | $64,173-83.9% |
| Participation rate | 22.0% | 68.1%-46.1pp | 72.2%-50.2pp | 69.6%-47.6pp |
| Annual return | -15.03% | -1.62%-13.4pp | -4.63%-10.4pp | 7.63%-22.7pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,549 | $2,626-41.0% | $3,311-53.2% | $3,470-55.4% |
| Admin fee / account holder | $61 | $4,029-98.5% | $5,131-98.8% | $4,887-98.7% |