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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 | $25,988 | $87,106-70.2% | $105,607-75.4% | $80,935-67.9% |
| Participation rate | 49.1% | 70.4%-21.3pp | 75.3%-26.2pp | 67.7%-18.5pp |
| Annual return | 10.10% | 17.01%-6.9pp | 116.11%-106.0pp | 35.66%-25.6pp |
| Employer contribution / active EE | $1,769 | $2,396-26.2% | $3,167-44.1% | $2,757-35.8% |
| Participant deferral / active EE | $3,775 | $3,986-5.3% | $5,011-24.7% | $4,299-12.2% |
| Admin fee / account holder | $138 | $8,447-98.4% | $10,958-98.7% | $6,924-98.0% |