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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 | $33,431 | $97,550-65.7% | $120,344-72.2% | $87,485-61.8% |
| Participation rate | 35.5% | 72.8%-37.3pp | 76.7%-41.2pp | 68.9%-33.4pp |
| Annual return | 10.39% | 18.41%-8.0pp | 20.30%-9.9pp | 26.06%-15.7pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,234 | $4,230-47.2% | $5,135-56.5% | $4,274-47.7% |
| Admin fee / account holder | $179 | $9,543-98.1% | $12,742-98.6% | $7,775-97.7% |