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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 | $19,136 | $78,707-75.7% | $117,861-83.8% | $70,126-72.7% |
| Participation rate | 57.1% | 73.2%-16.0pp | 79.7%-22.5pp | 69.5%-12.4pp |
| Annual return | 5.52% | 23.30%-17.8pp | 335.11%-329.6pp | 73.15%-67.6pp |
| Employer contribution / active EE | $1,803 | $2,223-18.9% | $3,786-52.4% | $2,343-23.0% |
| Participant deferral / active EE | $2,902 | $3,297-12.0% | $4,482-35.3% | $3,332-12.9% |
| Admin fee / account holder | $279 | $5,066-94.5% | $8,021-96.5% | $4,645-94.0% |