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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 | $5,830 | $52,580-88.9% | $71,671-91.9% | $70,126-91.7% |
| Participation rate | 69.6% | 60.9%+8.7pp | 68.7%+0.8pp | 69.5%0pp |
| Annual return | 11.81% | 20.25%-8.4pp | 20.65%-8.8pp | 73.15%-61.3pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $887 | $2,386-62.8% | $3,438-74.2% | $3,332-73.4% |
| Admin fee / account holder | $87 | $3,653-97.6% | $5,558-98.4% | $4,645-98.1% |