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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 | $10,018 | $45,050-77.8% | $63,018-84.1% | $70,126-85.7% |
| Participation rate | 41.0% | 69.5%-28.5pp | 74.8%-33.8pp | 69.5%-28.5pp |
| Annual return | 6.92% | 18.76%-11.8pp | 87.62%-80.7pp | 73.15%-66.2pp |
| Employer contribution / active EE | $1,254 | $2,052-38.9% | $2,761-54.6% | $2,343-46.5% |
| Participant deferral / active EE | $1,626 | $2,466-34.0% | $3,330-51.2% | $3,332-51.2% |
| Admin fee / account holder | $156 | $2,834-94.5% | $3,601-95.7% | $4,645-96.6% |