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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 | $3,262 | $57,057-94.3% | $85,009-96.2% | $80,874-96.0% |
| Participation rate | 61.2% | 56.4%+4.9pp | 67.5%-6.3pp | 67.6%-6.4pp |
| Annual return | 4.98% | 21.66%-16.7pp | 66.47%-61.5pp | 35.62%-30.6pp |
| Employer contribution / active EE | $811 | $1,799-54.9% | $2,728-70.3% | $2,756-70.6% |
| Participant deferral / active EE | $1,322 | $3,112-57.5% | $4,522-70.8% | $4,297-69.2% |
| Admin fee / account holder | $117 | $4,986-97.7% | $6,153-98.1% | $6,935-98.3% |