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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 | $2,100 | $48,235-95.6% | $68,803-96.9% | $68,490-96.9% |
| Participation rate | 68.0% | 60.7%+7.3pp | 69.0%-1.0pp | 67.9%+0.1pp |
| Annual return | -22.76% | -12.70%-10.1pp | -6.37%-16.4pp | -7.85%-14.9pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,158 | $2,867-59.6% | $3,942-70.6% | $4,028-71.2% |
| Admin fee / account holder | $284 | $4,361-93.5% | $4,936-94.3% | $5,403-94.8% |