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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 | $12,370 | $56,894-78.3% | $84,753-85.4% | $62,881-80.3% |
| Participation rate | 50.0% | 68.5%-18.5pp | 76.6%-26.6pp | 69.3%-19.3pp |
| Annual return | 1.73% | 6.30%-4.6pp | 22.78%-21.1pp | 20.14%-18.4pp |
| Employer contribution / active EE | $631 | $2,400-73.7% | $3,574-82.3% | $2,281-72.3% |
| Participant deferral / active EE | $1,118 | $2,709-58.7% | $3,712-69.9% | $3,203-65.1% |
| Admin fee / account holder | $139 | $3,581-96.1% | $5,333-97.4% | $4,296-96.8% |