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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 | $1,916 | $45,872-95.8% | $77,081-97.5% | $68,495-97.2% |
| Participation rate | 50.7% | 55.9%-5.2pp | 67.9%-17.2pp | 67.9%-17.2pp |
| Annual return | -28.28% | 1.73%-30.0pp | 42.33%-70.6pp | -7.84%-20.4pp |
| Employer contribution / active EE | $721 | $1,650-56.3% | $2,813-74.4% | $2,596-72.2% |
| Participant deferral / active EE | $873 | $2,963-70.5% | $4,428-80.3% | $4,028-78.3% |
| Admin fee / account holder | $143 | $3,041-95.3% | $5,427-97.4% | $5,403-97.4% |