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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 | $6,072 | $40,275-84.9% | $57,356-89.4% | $59,633-89.8% |
| Participation rate | 48.9% | 69.1%-20.3pp | 75.1%-26.2pp | 68.7%-19.8pp |
| Annual return | -3.40% | 27.52%-30.9pp | 24.41%-27.8pp | 2041.45%-2044.8pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,813 | $2,400-24.5% | $3,162-42.7% | $3,192-43.2% |
| Admin fee / account holder | $0 | $2,820-100.0% | $3,357-100.0% | $4,297-100.0% |