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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 | $8,717 | $70,684-87.7% | $169,390-94.9% | $75,173-88.4% |
| Participation rate | 50.0% | 64.8%-14.8pp | 77.2%-27.2pp | 67.2%-17.2pp |
| Annual return | 12.25% | 36.38%-24.1pp | 406.07%-393.8pp | 160.72%-148.5pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,444 | $4,310-43.3% | $6,222-60.7% | $4,126-40.8% |
| Admin fee / account holder | $66 | $5,404-98.8% | $9,015-99.3% | $5,651-98.8% |