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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 | $15,823 | $81,504-80.6% | $102,437-84.6% | $80,959-80.5% |
| Participation rate | 62.5% | 66.9%-4.4pp | 74.5%-12.0pp | 67.7%-5.2pp |
| Annual return | 9.71% | 25.60%-15.9pp | 24.95%-15.2pp | 35.67%-26.0pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,811 | $3,871-53.2% | $5,060-64.2% | $4,300-57.9% |
| Admin fee / account holder | $245 | $6,719-96.4% | $8,388-97.1% | $6,925-96.5% |