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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 | $3,973 | $81,840-95.1% | $63,412-93.7% | $125,389-96.8% |
| Participation rate | 19.0% | 73.0%-54.0pp | 67.1%-48.1pp | 83.2%-64.1pp |
| Annual return | -4.87% | -0.10%-4.8pp | 4.04%-8.9pp | 282.24%-287.1pp |
| Employer contribution / active EE | $0 | $2,377-100.0% | $1,814-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $594 | $3,064-80.6% | $2,496-76.2% | $5,352-88.9% |
| Admin fee / account holder | $124 | $4,951-97.5% | $3,753-96.7% | $9,541-98.7% |