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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 | $9,178 | $59,819-84.7% | $79,583-88.5% | $68,490-86.6% |
| Participation rate | 22.2% | 61.1%-38.9pp | 69.5%-47.3pp | 67.9%-45.7pp |
| Annual return | -22.15% | -12.30%-9.9pp | 0.16%-22.3pp | -7.85%-14.3pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,412 | $3,025-53.3% | $3,986-64.6% | $4,028-65.0% |
| Admin fee / account holder | $54 | $4,835-98.9% | $6,835-99.2% | $5,403-99.0% |