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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 | $19,813 | $85,766-76.9% | $136,297-85.5% | $70,124-71.7% |
| Participation rate | 44.8% | 74.2%-29.3pp | 81.9%-37.1pp | 69.5%-24.7pp |
| Annual return | 13.75% | 31.45%-17.7pp | 5156.19%-5142.4pp | 73.14%-59.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,441 | $5,051-51.7% | $6,247-60.9% | $3,332-26.7% |
| Admin fee / account holder | $102 | $5,420-98.1% | $9,244-98.9% | $4,645-97.8% |