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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 | $16,454 | $63,346-74.0% | $92,240-82.2% | $70,126-76.5% |
| Participation rate | 68.0% | 68.7%-0.7pp | 76.5%-8.5pp | 69.5%-1.5pp |
| Annual return | 5.99% | 530.19%-524.2pp | 176.29%-170.3pp | 73.15%-67.2pp |
| Employer contribution / active EE | $967 | $2,471-60.9% | $3,680-73.7% | $2,343-58.7% |
| Participant deferral / active EE | $1,592 | $2,854-44.2% | $3,897-59.2% | $3,332-52.2% |
| Admin fee / account holder | $250 | $3,841-93.5% | $5,194-95.2% | $4,645-94.6% |