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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 | $10,992 | $73,546-85.1% | $63,018-82.6% | $147,586-92.6% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.8%-34.8pp | 82.8%-42.8pp |
| Annual return | 7.07% | 175.56%-168.5pp | 87.62%-80.6pp | 578.59%-571.5pp |
| Employer contribution / active EE | $1,035 | $3,324-68.9% | $2,761-62.5% | $4,876-78.8% |
| Participant deferral / active EE | $847 | $4,185-79.8% | $3,330-74.6% | $5,439-84.4% |
| Admin fee / account holder | $0 | $5,956-100.0% | $3,601-100.0% | $10,886-100.0% |