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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 | $10,246 | $48,078-78.7% | $78,676-87.0% | $62,881-83.7% |
| Participation rate | 63.6% | 65.2%-1.6pp | 73.6%-9.9pp | 69.3%-5.7pp |
| Annual return | 2.02% | 31.36%-29.3pp | 62.19%-60.2pp | 20.14%-18.1pp |
| Employer contribution / active EE | $767 | $2,015-61.9% | $2,850-73.1% | $2,281-66.4% |
| Participant deferral / active EE | $870 | $2,587-66.4% | $3,517-75.3% | $3,203-72.8% |
| Admin fee / account holder | $91 | $3,206-97.2% | $4,510-98.0% | $4,296-97.9% |