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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 | $17,004 | $82,674-79.4% | $125,363-86.4% | $68,495-75.2% |
| Participation rate | 65.6% | 75.0%-9.4pp | 82.4%-16.8pp | 67.9%-2.3pp |
| Annual return | -24.32% | -5.97%-18.4pp | 572.15%-596.5pp | -7.84%-16.5pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,901 | $6,111+45.7% | $7,447+19.5% | $4,028+121.0% |
| Admin fee / account holder | $127 | $6,276-98.0% | $10,005-98.7% | $5,403-97.7% |