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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 | $768 | $48,267-98.4% | $68,808-98.9% | $68,486-98.9% |
| Participation rate | 67.9% | 60.7%+7.2pp | 69.0%-1.2pp | 67.9%0pp |
| Annual return | -72.29% | -12.70%-59.6pp | -6.37%-65.9pp | -7.85%-64.4pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $943 | $2,867-67.1% | $3,942-76.1% | $4,028-76.6% |
| Admin fee / account holder | $299 | $4,362-93.1% | $4,936-93.9% | $5,404-94.5% |