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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 | $19,303 | $232,540-91.7% | $185,117-89.6% | $147,586-86.9% |
| Participation rate | 50.0% | 82.4%-32.4pp | 77.3%-27.3pp | 82.8%-32.8pp |
| Annual return | 1.50% | 43.03%-41.5pp | 40.50%-39.0pp | 578.59%-577.1pp |
| Employer contribution / active EE | $2,026 | $5,195-61.0% | $4,182-51.5% | $4,876-58.5% |
| Participant deferral / active EE | $2,026 | $5,834-65.3% | $5,045-59.8% | $5,439-62.7% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |