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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 | $7,158 | $42,909-83.3% | $60,906-88.2% | $68,486-89.5% |
| Participation rate | 22.6% | 66.8%-44.2pp | 73.1%-50.5pp | 67.9%-45.3pp |
| Annual return | -36.27% | -13.99%-22.3pp | 16.94%-53.2pp | -7.85%-28.4pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,273 | $2,866-55.6% | $3,814-66.6% | $4,028-68.4% |
| Admin fee / account holder | $92 | $3,104-97.0% | $3,227-97.2% | $5,404-98.3% |