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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 | $9,949 | $77,962-87.2% | $178,540-94.4% | $80,935-87.7% |
| Participation rate | 45.6% | 65.7%-20.1pp | 77.1%-31.5pp | 67.7%-22.0pp |
| Annual return | 10.27% | 18.10%-7.8pp | 27.15%-16.9pp | 35.66%-25.4pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,520 | $4,404-65.5% | $6,281-75.8% | $4,299-64.6% |
| Admin fee / account holder | $247 | $7,156-96.5% | $10,424-97.6% | $6,924-96.4% |