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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 | $6,549 | $59,819-89.1% | $79,583-91.8% | $68,490-90.4% |
| Participation rate | 46.7% | 61.1%-14.4pp | 69.5%-22.8pp | 67.9%-21.2pp |
| Annual return | -38.21% | -12.30%-25.9pp | 0.16%-38.4pp | -7.85%-30.4pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,757 | $3,025-8.9% | $3,986-30.8% | $4,028-31.6% |
| Admin fee / account holder | $30 | $4,835-99.4% | $6,835-99.6% | $5,403-99.5% |