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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 | $57,073-89.6% | $85,126-93.0% | $80,925-92.6% |
| Participation rate | 64.1% | 56.4%+7.7pp | 67.5%-3.4pp | 67.7%-3.6pp |
| Annual return | 8.66% | 21.69%-13.0pp | 66.63%-58.0pp | 35.65%-27.0pp |
| Employer contribution / active EE | $860 | $1,801-52.2% | $2,731-68.5% | $2,756-68.8% |
| Participant deferral / active EE | $1,218 | $3,113-60.9% | $4,523-73.1% | $4,299-71.7% |
| Admin fee / account holder | $52 | $4,988-99.0% | $6,160-99.2% | $6,940-99.3% |