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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 | $12,926 | $107,809-88.0% | $90,657-85.7% | $135,379-90.5% |
| Participation rate | 42.9% | 78.0%-35.2pp | 74.0%-31.2pp | 82.6%-39.8pp |
| Annual return | -19.33% | -0.90%-18.4pp | 1.89%-21.2pp | 519.79%-539.1pp |
| Employer contribution / active EE | $126 | $3,018-95.8% | $2,532-95.0% | $4,779-97.4% |
| Participant deferral / active EE | $2,707 | $3,872-30.1% | $3,424-20.9% | $5,609-51.7% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,828-100.0% |