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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 | $17,132 | $65,361-73.8% | $92,903-81.6% | $72,983-76.5% |
| Participation rate | 26.1% | 68.3%-42.2pp | 76.0%-49.9pp | 69.5%-43.4pp |
| Annual return | 7.10% | 42.11%-35.0pp | 109.43%-102.3pp | 81.01%-73.9pp |
| Employer contribution / active EE | $785 | $2,594-69.8% | $3,653-78.5% | $2,440-67.8% |
| Participant deferral / active EE | $1,398 | $3,128-55.3% | $4,238-67.0% | $3,608-61.3% |
| Admin fee / account holder | $11 | $4,251-99.7% | $5,795-99.8% | $5,124-99.8% |