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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 | $10,082 | $95,895-89.5% | $79,576-87.3% | $134,509-92.5% |
| Participation rate | 41.7% | 75.0%-33.4pp | 69.5%-27.8pp | 81.2%-39.6pp |
| Annual return | -39.00% | -2.72%-36.3pp | 0.15%-39.1pp | 418.13%-457.1pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,918 | $4,693-16.5% | $3,985-1.7% | $6,400-38.8% |
| Admin fee / account holder | $25 | $9,129-99.7% | $6,834-99.6% | $11,427-99.8% |