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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 | $15,595 | $101,798-84.7% | $165,071-90.6% | $80,935-80.7% |
| Participation rate | 55.0% | 71.8%-16.8pp | 78.6%-23.6pp | 67.7%-12.7pp |
| Annual return | 6.53% | 16.73%-10.2pp | 70.17%-63.6pp | 35.66%-29.1pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,327 | $4,476-48.0% | $6,035-61.4% | $4,299-45.9% |
| Admin fee / account holder | $273 | $8,221-96.7% | $12,695-97.8% | $6,924-96.1% |