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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 | $11,451 | $58,587-80.5% | $83,322-86.3% | $64,173-82.2% |
| Participation rate | 50.0% | 72.0%-22.0pp | 77.8%-27.8pp | 69.6%-19.6pp |
| Annual return | -9.97% | 9.65%-19.6pp | 10.64%-20.6pp | 7.63%-17.6pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,376 | $4,654-48.9% | $5,565-57.3% | $3,470-31.5% |
| Admin fee / account holder | $143 | $9,279-98.5% | $7,540-98.1% | $4,887-97.1% |