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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 | $6,023 | $45,043-86.6% | $63,005-90.4% | $70,124-91.4% |
| Participation rate | 22.2% | 69.5%-47.3pp | 74.8%-52.6pp | 69.5%-47.3pp |
| Annual return | 2.73% | 18.76%-16.0pp | 87.59%-84.9pp | 73.14%-70.4pp |
| Employer contribution / active EE | $1,495 | $2,052-27.1% | $2,760-45.8% | $2,342-36.2% |
| Participant deferral / active EE | $811 | $2,466-67.1% | $3,329-75.6% | $3,332-75.7% |
| Admin fee / account holder | $228 | $2,833-91.9% | $3,599-93.7% | $4,645-95.1% |