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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 | $12,758 | $175,231-92.7% | $149,696-91.5% | $139,466-90.9% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 4.24% | 166.77%-162.5pp | 134.46%-130.2pp | 373.66%-369.4pp |
| Employer contribution / active EE | $1,382 | $5,478-74.8% | $4,821-71.3% | $4,754-70.9% |
| Participant deferral / active EE | $3,841 | $6,521-41.1% | $5,682-32.4% | $6,712-42.8% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |