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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 | $17,737 | $166,131-89.3% | $164,975-89.2% | $145,877-87.8% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 7.86% | 100.37%-92.5pp | 70.12%-62.3pp | 551.28%-543.4pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,139 | $6,962-69.3% | $6,033-64.5% | $6,691-68.0% |
| Admin fee / account holder | $142 | $16,648-99.1% | $12,688-98.9% | $13,402-98.9% |