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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 | $6,510 | $73,848-91.2% | $143,799-95.5% | $68,486-90.5% |
| Participation rate | 43.6% | 66.7%-23.1pp | 80.3%-36.7pp | 67.9%-24.3pp |
| Annual return | -39.56% | 0.91%-40.5pp | -0.04%-39.5pp | -7.85%-31.7pp |
| Employer contribution / active EE | $548 | $3,184-82.8% | $4,952-88.9% | $2,597-78.9% |
| Participant deferral / active EE | $2,334 | $3,385-31.0% | $5,638-58.6% | $4,028-42.0% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,677-100.0% | $5,404-100.0% |