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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 | $20,548 | $209,888-90.2% | $189,545-89.2% | $167,553-87.7% |
| Participation rate | 62.5% | 88.7%-26.2pp | 87.8%-25.3pp | 82.1%-19.6pp |
| Annual return | 8.35% | 748.66%-740.3pp | 555.36%-547.0pp | 478.89%-470.5pp |
| Employer contribution / active EE | $1,813 | $6,915-73.8% | $6,162-70.6% | $4,840-62.5% |
| Participant deferral / active EE | $3,647 | $8,934-59.2% | $8,220-55.6% | $6,343-42.5% |
| Admin fee / account holder | $3 | $14,300-100.0% | $12,049-100.0% | $12,316-100.0% |