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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 | $13,171 | $124,346-89.4% | $111,308-88.2% | $167,536-92.1% |
| Participation rate | 60.0% | 79.6%-19.6pp | 77.3%-17.3pp | 82.1%-22.1pp |
| Annual return | 6.94% | 37.45%-30.5pp | 54.67%-47.7pp | 478.82%-471.9pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,327 | $5,182-16.5% | $4,487-3.6% | $6,342-31.8% |
| Admin fee / account holder | $43 | $10,621-99.6% | $7,965-99.5% | $12,315-99.6% |