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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 | $11,323 | $75,962-85.1% | $154,108-92.7% | $64,173-82.4% |
| Participation rate | 58.3% | 70.4%-12.1pp | 83.0%-24.7pp | 69.6%-11.2pp |
| Annual return | -10.49% | 30.32%-40.8pp | 735.21%-745.7pp | 7.63%-18.1pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,212 | $3,175+1.2% | $5,081-36.8% | $3,470-7.4% |
| Admin fee / account holder | $30 | $5,589-99.5% | $13,411-99.8% | $4,887-99.4% |