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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 | $2,967 | $59,834-95.0% | $79,576-96.3% | $68,495-95.7% |
| Participation rate | 64.9% | 61.1%+3.8pp | 69.5%-4.6pp | 67.9%-3.0pp |
| Annual return | -88.94% | -12.30%-76.6pp | 0.15%-89.1pp | -7.84%-81.1pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,103 | $3,024-30.5% | $3,985-47.2% | $4,028-47.8% |
| Admin fee / account holder | $48 | $4,835-99.0% | $6,834-99.3% | $5,403-99.1% |