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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 | $11,338 | $183,592-93.8% | $155,574-92.7% | $145,877-92.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 7.27% | 61.37%-54.1pp | 64.87%-57.6pp | 551.28%-544.0pp |
| Employer contribution / active EE | $1,082 | $5,317-79.6% | $4,676-76.9% | $4,663-76.8% |
| Participant deferral / active EE | $2,148 | $6,466-66.8% | $5,629-61.8% | $6,691-67.9% |
| Admin fee / account holder | $274 | $19,316-98.6% | $15,914-98.3% | $13,402-98.0% |