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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 | $4,988 | $134,001-96.3% | $112,258-95.6% | $134,509-96.3% |
| Participation rate | 61.5% | 78.6%-17.0pp | 75.1%-13.5pp | 81.2%-19.7pp |
| Annual return | -25.96% | 47.15%-73.1pp | 27.47%-53.4pp | 418.13%-444.1pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,210 | $5,291-58.2% | $4,728-53.3% | $6,400-65.5% |
| Admin fee / account holder | $14 | $7,491-99.8% | $6,411-99.8% | $11,427-99.9% |