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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 | $2,140 | $45,872-95.3% | $77,081-97.2% | $68,495-96.9% |
| Participation rate | 23.4% | 55.9%-32.5pp | 67.9%-44.5pp | 67.9%-44.5pp |
| Annual return | -42.54% | 1.73%-44.3pp | 42.33%-84.9pp | -7.84%-34.7pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,813-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $823 | $2,963-72.2% | $4,428-81.4% | $4,028-79.6% |
| Admin fee / account holder | $74 | $3,041-97.6% | $5,427-98.6% | $5,403-98.6% |