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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 | $4,045 | $95,917-95.8% | $79,583-94.9% | $134,545-97.0% |
| Participation rate | 61.5% | 75.0%-13.5pp | 69.5%-8.0pp | 81.2%-19.7pp |
| Annual return | -22.39% | -2.70%-19.7pp | 0.16%-22.6pp | 418.37%-440.8pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,414-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,449 | $4,694-69.1% | $3,986-63.6% | $6,401-77.4% |
| Admin fee / account holder | $13 | $9,132-99.9% | $6,835-99.8% | $11,431-99.9% |