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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 | $11,022 | $102,422-89.2% | $147,117-92.5% | $80,959-86.4% |
| Participation rate | 60.0% | 75.9%-15.9pp | 82.2%-22.2pp | 67.7%-7.7pp |
| Annual return | 11.56% | 135.16%-123.6pp | 420.54%-409.0pp | 35.67%-24.1pp |
| Employer contribution / active EE | $1,232 | $3,717-66.9% | $4,932-75.0% | $2,757-55.3% |
| Participant deferral / active EE | $3,129 | $6,652-53.0% | $8,065-61.2% | $4,300-27.2% |
| Admin fee / account holder | $50 | $7,953-99.4% | $12,993-99.6% | $6,925-99.3% |