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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 | $11,536 | $157,304-92.7% | $141,197-91.8% | $152,909-92.5% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 13.30% | 64.34%-51.0pp | 71.41%-58.1pp | 345.46%-332.2pp |
| Employer contribution / active EE | $1,360 | $5,263-74.2% | $4,736-71.3% | $4,764-71.5% |
| Participant deferral / active EE | $3,325 | $7,111-53.2% | $6,710-50.5% | $5,851-43.2% |
| Admin fee / account holder | $142 | $12,126-98.8% | $10,265-98.6% | $11,601-98.8% |