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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 | $20,802 | $86,919-76.1% | $102,457-79.7% | $80,911-74.3% |
| Participation rate | 47.2% | 72.4%-25.2pp | 76.5%-29.3pp | 67.6%-20.4pp |
| Annual return | 10.11% | 18.90%-8.8pp | 29.41%-19.3pp | 35.63%-25.5pp |
| Employer contribution / active EE | $1,475 | $2,368-37.7% | $3,022-51.2% | $2,756-46.5% |
| Participant deferral / active EE | $2,283 | $4,119-44.6% | $5,054-54.8% | $4,297-46.9% |
| Admin fee / account holder | $107 | $8,049-98.7% | $9,451-98.9% | $6,935-98.5% |