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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 | $7,703 | $91,911-91.6% | $68,612-88.8% | $135,379-94.3% |
| Participation rate | 37.5% | 76.7%-39.2pp | 72.2%-34.7pp | 82.6%-45.1pp |
| Annual return | -13.75% | -8.22%-5.5pp | -4.63%-9.1pp | 519.79%-533.5pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,065 | $4,315-75.3% | $3,311-67.8% | $5,609-81.0% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,828-100.0% |