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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 | $1,187 | $73,848-98.4% | $143,799-99.2% | $68,486-98.3% |
| Participation rate | 68.9% | 66.7%+2.2pp | 80.3%-11.4pp | 67.9%+1.0pp |
| Annual return | -26.30% | 0.91%-27.2pp | -0.04%-26.3pp | -7.85%-18.4pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $972 | $3,385-71.3% | $5,638-82.8% | $4,028-75.9% |
| Admin fee / account holder | $4 | $5,755-99.9% | $14,677-100.0% | $5,404-99.9% |