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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 | $13,046 | $105,200-87.6% | $159,474-91.8% | $85,847-84.8% |
| Participation rate | 60.9% | 75.8%-14.9pp | 82.8%-22.0pp | 69.3%-8.4pp |
| Annual return | 6.29% | 45.08%-38.8pp | 263.68%-257.4pp | 318.61%-312.3pp |
| Employer contribution / active EE | $652 | $3,319-80.3% | $4,831-86.5% | $2,565-74.6% |
| Participant deferral / active EE | $3,667 | $5,946-38.3% | $7,353-50.1% | $3,952-7.2% |
| Admin fee / account holder | $119 | $6,934-98.3% | $10,802-98.9% | $6,261-98.1% |