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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 | $11,592 | $57,352-79.8% | $83,831-86.2% | $64,173-81.9% |
| Participation rate | 36.4% | 68.6%-32.2pp | 76.1%-39.8pp | 69.6%-33.2pp |
| Annual return | -11.47% | 11.38%-22.9pp | 850.99%-862.5pp | 7.63%-19.1pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,517 | $2,993-49.3% | $4,082-62.8% | $3,470-56.3% |
| Admin fee / account holder | $128 | $4,046-96.8% | $5,479-97.7% | $4,887-97.4% |