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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 | $11,113 | $142,392-92.2% | $119,622-90.7% | $134,532-91.7% |
| Participation rate | 28.6% | 82.8%-54.3pp | 79.3%-50.7pp | 81.2%-52.7pp |
| Annual return | -24.75% | -12.46%-12.3pp | -14.98%-9.8pp | 418.27%-443.0pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,322 | $6,467-64.1% | $5,601-58.5% | $6,401-63.7% |
| Admin fee / account holder | $61 | $13,593-99.6% | $10,328-99.4% | $11,429-99.5% |