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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 | $9,689 | $49,239-80.3% | $70,462-86.2% | $79,858-87.9% |
| Participation rate | 65.4% | 69.2%-3.8pp | 75.1%-9.7pp | 69.6%-4.3pp |
| Annual return | 2.00% | 30.08%-28.1pp | 109.08%-107.1pp | 31.72%-29.7pp |
| Employer contribution / active EE | $612 | $2,100-70.8% | $2,737-77.6% | $2,471-75.2% |
| Participant deferral / active EE | $1,399 | $2,769-49.5% | $3,710-62.3% | $3,740-62.6% |
| Admin fee / account holder | $0 | $2,876-100.0% | $3,845-100.0% | $5,306-100.0% |