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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 | $3,857 | $95,415-96.0% | $185,851-97.9% | $85,851-95.5% |
| Participation rate | 30.3% | 68.8%-38.5pp | 81.7%-51.4pp | 69.3%-39.0pp |
| Annual return | -9.30% | 23.59%-32.9pp | 122.11%-131.4pp | 318.63%-327.9pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,170 | $3,424-65.8% | $5,569-79.0% | $3,952-70.4% |
| Admin fee / account holder | $282 | $7,215-96.1% | $16,245-98.3% | $6,261-95.5% |