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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 | $5,092 | $82,288-93.8% | $68,794-92.6% | $134,509-96.2% |
| Participation rate | 68.4% | 75.1%-6.6pp | 69.0%-0.6pp | 81.2%-12.8pp |
| Annual return | -24.34% | -2.19%-22.2pp | -6.37%-18.0pp | 418.13%-442.5pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,530 | $4,738-46.6% | $3,941-35.8% | $6,400-60.5% |
| Admin fee / account holder | $69 | $6,482-98.9% | $4,934-98.6% | $11,427-99.4% |