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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 | $4,575 | $49,177-90.7% | $79,466-94.2% | $64,173-92.9% |
| Participation rate | 48.0% | 65.0%-17.0pp | 73.3%-25.3pp | 69.6%-21.6pp |
| Annual return | -13.14% | -1.16%-12.0pp | 718.28%-731.4pp | 7.63%-20.8pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,461 | $2,821-48.2% | $3,704-60.6% | $3,470-57.9% |
| Admin fee / account holder | $255 | $3,839-93.3% | $5,104-95.0% | $4,887-94.8% |