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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 | $7,799 | $73,863-89.4% | $143,797-94.6% | $68,490-88.6% |
| Participation rate | 22.9% | 66.7%-43.8pp | 80.3%-57.5pp | 67.9%-45.0pp |
| Annual return | -23.58% | 0.91%-24.5pp | -0.04%-23.5pp | -7.85%-15.7pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $955 | $3,385-71.8% | $5,638-83.1% | $4,028-76.3% |
| Admin fee / account holder | $30 | $5,756-99.5% | $14,679-99.8% | $5,403-99.4% |