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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 | $7,026 | $56,339-87.5% | $104,301-93.3% | $68,495-89.7% |
| Participation rate | 48.8% | 63.3%-14.4pp | 73.3%-24.4pp | 67.9%-19.1pp |
| Annual return | -29.10% | -9.19%-19.9pp | 24.61%-53.7pp | -7.84%-21.3pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,373-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,655 | $3,077-13.7% | $4,626-42.6% | $4,028-34.1% |
| Admin fee / account holder | $30 | $4,902-99.4% | $7,340-99.6% | $5,403-99.4% |