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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 | $7,211 | $167,362-95.7% | $143,799-95.0% | $134,532-94.6% |
| Participation rate | 25.0% | 84.8%-59.8pp | 80.3%-55.3pp | 81.2%-56.2pp |
| Annual return | -25.53% | 0.47%-26.0pp | -0.04%-25.5pp | 418.27%-443.8pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,490 | $6,447-61.4% | $5,638-55.8% | $6,401-61.1% |
| Admin fee / account holder | $110 | $18,094-99.4% | $14,677-99.2% | $11,429-99.0% |