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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 | $6,426 | $50,947-87.4% | $74,549-91.4% | $64,173-90.0% |
| Participation rate | 41.2% | 61.1%-19.9pp | 69.1%-28.0pp | 69.6%-28.4pp |
| Annual return | -10.26% | -1.85%-8.4pp | 32.53%-42.8pp | 7.63%-17.9pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,393 | $2,302-39.5% | $3,108-55.2% | $3,470-59.9% |
| Admin fee / account holder | $167 | $4,221-96.0% | $5,059-96.7% | $4,887-96.6% |