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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 | $9,507 | $81,487-88.3% | $102,412-90.7% | $80,935-88.3% |
| Participation rate | 25.0% | 66.8%-41.8pp | 74.5%-49.5pp | 67.7%-42.7pp |
| Annual return | 7.02% | 25.60%-18.6pp | 24.94%-17.9pp | 35.66%-28.6pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,216 | $3,871-42.8% | $5,060-56.2% | $4,299-48.5% |
| Admin fee / account holder | $150 | $6,717-97.8% | $8,388-98.2% | $6,924-97.8% |