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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 | $12,986 | $91,198-85.8% | $178,503-92.7% | $79,856-83.7% |
| Participation rate | 44.1% | 69.2%-25.1pp | 81.9%-37.8pp | 69.6%-25.5pp |
| Annual return | 0.88% | 24.20%-23.3pp | 151.12%-150.2pp | 31.71%-30.8pp |
| Employer contribution / active EE | $641 | $3,257-80.3% | $5,011-87.2% | $2,471-74.1% |
| Participant deferral / active EE | $991 | $3,237-69.4% | $5,202-80.9% | $3,741-73.5% |
| Admin fee / account holder | $98 | $6,748-98.5% | $13,987-99.3% | $5,306-98.2% |