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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 | $3,778 | $81,331-95.4% | $155,534-97.6% | $80,935-95.3% |
| Participation rate | 45.2% | 66.3%-21.1pp | 78.2%-33.1pp | 67.7%-22.5pp |
| Annual return | 8.81% | 33.37%-24.6pp | 64.92%-56.1pp | 35.66%-26.8pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,322 | $3,454-61.7% | $5,630-76.5% | $4,299-69.2% |
| Admin fee / account holder | $282 | $7,999-96.5% | $15,900-98.2% | $6,924-95.9% |