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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 | $17,567 | $62,672-72.0% | $185,117-90.5% | $70,126-74.9% |
| Participation rate | 50.0% | 63.8%-13.8pp | 77.3%-27.3pp | 69.5%-19.5pp |
| Annual return | 12.75% | 40.79%-28.0pp | 40.50%-27.7pp | 73.15%-60.4pp |
| Employer contribution / active EE | $283 | $1,753-83.8% | $4,182-93.2% | $2,343-87.9% |
| Participant deferral / active EE | $1,459 | $3,272-55.4% | $5,045-71.1% | $3,332-56.2% |
| Admin fee / account holder | $170 | $3,932-95.7% | $8,159-97.9% | $4,645-96.3% |