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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 | $19,461 | $94,529-79.4% | $140,019-86.1% | $64,173-69.7% |
| Participation rate | 64.9% | 84.1%-19.2pp | 87.5%-22.6pp | 69.6%-4.7pp |
| Annual return | -13.81% | 7.77%-21.6pp | 651.15%-665.0pp | 7.63%-21.4pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,484 | $5,250+61.6% | $6,927+22.5% | $3,470+144.5% |
| Admin fee / account holder | $165 | $6,741-97.5% | $10,705-98.5% | $4,887-96.6% |