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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 | $7,526 | $99,009-92.4% | $86,581-91.3% | $147,585-94.9% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 1.32% | 1312.70%-1311.4pp | 965.06%-963.7pp | 578.58%-577.3pp |
| Employer contribution / active EE | $278 | $3,132-91.1% | $2,840-90.2% | $4,876-94.3% |
| Participant deferral / active EE | $1,087 | $3,972-72.6% | $3,609-69.9% | $5,439-80.0% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |