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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 | $3,099 | $59,819-94.8% | $79,583-96.1% | $68,490-95.5% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.5%-19.5pp | 67.9%-17.9pp |
| Annual return | -26.54% | -12.30%-14.2pp | 0.16%-26.7pp | -7.85%-18.7pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,450 | $3,025-52.1% | $3,986-63.6% | $4,028-64.0% |
| Admin fee / account holder | $0 | $4,835-100.0% | $6,835-100.0% | $5,403-100.0% |