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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 | $18,822 | $110,137-82.9% | $161,149-88.3% | $82,637-77.2% |
| Participation rate | 50.0% | 72.4%-22.4pp | 78.8%-28.8pp | 68.1%-18.1pp |
| Annual return | 9.35% | 20.69%-11.3pp | 21.16%-11.8pp | 53.51%-44.2pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,143 | $4,575-53.2% | $6,153-65.2% | $4,126-48.1% |
| Admin fee / account holder | $246 | $9,467-97.4% | $15,194-98.4% | $7,339-96.6% |