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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 | $4,017 | $69,518-94.2% | $59,887-93.3% | $135,379-97.0% |
| Participation rate | 47.6% | 77.8%-30.2pp | 74.7%-27.1pp | 82.6%-35.0pp |
| Annual return | -22.83% | 7.95%-30.8pp | 3.46%-26.3pp | 519.79%-542.6pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,469 | $4,204-65.1% | $3,402-56.8% | $5,609-73.8% |
| Admin fee / account holder | $54 | $5,734-99.1% | $3,591-98.5% | $10,828-99.5% |