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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 | $4,417 | $62,583-92.9% | $76,767-94.2% | $64,173-93.1% |
| Participation rate | 48.6% | 72.8%-24.2pp | 77.0%-28.3pp | 69.6%-20.9pp |
| Annual return | -27.03% | -1.95%-25.1pp | 2.43%-29.5pp | 7.63%-34.7pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,876 | $3,145-40.3% | $3,852-51.3% | $3,470-45.9% |
| Admin fee / account holder | $0 | $4,667-100.0% | $6,675-100.0% | $4,887-100.0% |