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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 | $10,905 | $142,361-92.3% | $119,608-90.9% | $134,509-91.9% |
| Participation rate | 33.3% | 82.8%-49.5pp | 79.3%-45.9pp | 81.2%-47.9pp |
| Annual return | -23.22% | -12.46%-10.8pp | -14.98%-8.2pp | 418.13%-441.4pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,035 | $6,468-68.5% | $5,601-63.7% | $6,400-68.2% |
| Admin fee / account holder | $37 | $13,588-99.7% | $10,326-99.6% | $11,427-99.7% |