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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 | $19,066 | $73,955-74.2% | $96,520-80.2% | $75,181-74.6% |
| Participation rate | 50.0% | 66.4%-16.4pp | 74.3%-24.3pp | 67.2%-17.2pp |
| Annual return | 5.06% | 26.72%-21.7pp | 35.72%-30.7pp | 160.69%-155.6pp |
| Employer contribution / active EE | $1,212 | $2,930-58.6% | $3,739-67.6% | $2,671-54.6% |
| Participant deferral / active EE | $1,547 | $3,659-57.7% | $4,879-68.3% | $4,126-62.5% |
| Admin fee / account holder | $0 | $5,217-100.0% | $6,733-100.0% | $5,650-100.0% |