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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 | $5,951 | $57,140-89.6% | $85,240-93.0% | $80,959-92.6% |
| Participation rate | 64.1% | 56.4%+7.7pp | 67.5%-3.4pp | 67.7%-3.6pp |
| Annual return | 8.66% | 21.71%-13.1pp | 66.75%-58.1pp | 35.67%-27.0pp |
| Employer contribution / active EE | $860 | $1,802-52.3% | $2,735-68.6% | $2,757-68.8% |
| Participant deferral / active EE | $1,218 | $3,115-60.9% | $4,527-73.1% | $4,300-71.7% |
| Admin fee / account holder | $52 | $4,992-99.0% | $6,165-99.2% | $6,925-99.3% |