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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 | $12,783 | $142,409-91.0% | $119,634-89.3% | $134,545-90.5% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -24.01% | -12.46%-11.6pp | -14.98%-9.0pp | 418.37%-442.4pp |
| Employer contribution / active EE | $1,761 | $5,224-66.3% | $4,232-58.4% | $4,742-62.9% |
| Participant deferral / active EE | $3,253 | $6,468-49.7% | $5,601-41.9% | $6,401-49.2% |
| Admin fee / account holder | $38 | $13,594-99.7% | $10,329-99.6% | $11,431-99.7% |