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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 | $13,541 | $94,529-85.7% | $140,019-90.3% | $64,181-78.9% |
| Participation rate | 53.6% | 84.1%-30.5pp | 87.5%-33.9pp | 69.6%-16.0pp |
| Annual return | -10.61% | 7.77%-18.4pp | 651.15%-661.8pp | 7.63%-18.2pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,321 | $5,250-36.7% | $6,927-52.1% | $3,470-4.3% |
| Admin fee / account holder | $7 | $6,741-99.9% | $10,705-99.9% | $4,887-99.8% |