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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 | $14,669 | $53,774-72.7% | $134,162-89.1% | $79,852-81.6% |
| Participation rate | 32.5% | 58.8%-26.3pp | 72.2%-39.7pp | 69.6%-37.1pp |
| Annual return | 4.27% | 19.01%-14.7pp | 36.35%-32.1pp | 31.72%-27.4pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,228 | $2,420-49.3% | $3,500-64.9% | $3,740-67.2% |
| Admin fee / account holder | $249 | $3,985-93.7% | $6,685-96.3% | $5,306-95.3% |