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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 | $4,119 | $76,407-94.6% | $150,298-97.3% | $82,448-95.0% |
| Participation rate | 34.6% | 66.4%-31.8pp | 77.8%-43.1pp | 68.1%-33.5pp |
| Annual return | 9.29% | 39.99%-30.7pp | 62.79%-53.5pp | 41.64%-32.3pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,583 | $3,214-50.8% | $5,453-71.0% | $4,139-61.8% |
| Admin fee / account holder | $235 | $6,352-96.3% | $14,116-98.3% | $7,234-96.7% |