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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 | $12,690 | $61,660-79.4% | $80,022-84.1% | $64,173-80.2% |
| Participation rate | 50.0% | 71.7%-21.7pp | 75.8%-25.8pp | 69.6%-19.6pp |
| Annual return | -67.21% | -0.33%-66.9pp | 11.22%-78.4pp | 7.63%-74.8pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,669 | $2,968+124.7% | $3,686+80.9% | $3,470+92.2% |
| Admin fee / account holder | $248 | $5,417-95.4% | $6,521-96.2% | $4,887-94.9% |