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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 | $8,743 | $110,379-92.1% | $102,412-91.5% | $145,884-94.0% |
| Participation rate | 65.0% | 77.9%-12.9pp | 74.5%-9.5pp | 80.3%-15.3pp |
| Annual return | 7.61% | 24.84%-17.2pp | 24.94%-17.3pp | 551.85%-544.2pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,231 | $5,622-60.3% | $5,060-55.9% | $6,690-66.7% |
| Admin fee / account holder | $201 | $9,745-97.9% | $8,388-97.6% | $13,392-98.5% |