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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 | $8,543 | $65,555-87.0% | $86,216-90.1% | $75,173-88.6% |
| Participation rate | 46.4% | 60.5%-14.1pp | 69.0%-22.5pp | 67.2%-20.8pp |
| Annual return | 12.65% | 46.07%-33.4pp | 1169.42%-1156.8pp | 160.72%-148.1pp |
| Employer contribution / active EE | $540 | $1,553-65.2% | $2,382-77.3% | $2,671-79.8% |
| Participant deferral / active EE | $2,434 | $3,023-19.5% | $3,986-38.9% | $4,126-41.0% |
| Admin fee / account holder | $281 | $5,469-94.9% | $6,853-95.9% | $5,651-95.0% |