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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 | $11,094 | $65,703-83.1% | $94,224-88.2% | $59,632-81.4% |
| Participation rate | 22.6% | 72.1%-49.5pp | 78.8%-56.2pp | 68.7%-46.1pp |
| Annual return | -2.90% | 5.22%-8.1pp | 10.68%-13.6pp | 2041.32%-2044.2pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,612 | $3,143-48.7% | $4,320-62.7% | $3,192-49.5% |
| Admin fee / account holder | $110 | $4,264-97.4% | $6,269-98.2% | $4,297-97.4% |