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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 | $15,564 | $175,231-91.1% | $149,696-89.6% | $139,466-88.8% |
| Participation rate | 52.9% | 83.4%-30.4pp | 78.8%-25.8pp | 80.3%-27.4pp |
| Annual return | 1.44% | 166.77%-165.3pp | 134.46%-133.0pp | 373.66%-372.2pp |
| Employer contribution / active EE | $1,870 | $5,478-65.9% | $4,821-61.2% | $4,754-60.7% |
| Participant deferral / active EE | $2,128 | $6,521-67.4% | $5,682-62.6% | $6,712-68.3% |
| Admin fee / account holder | $246 | $16,155-98.5% | $13,212-98.1% | $11,409-97.8% |