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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 | $20,761 | $70,428-70.5% | $96,565-78.5% | $85,854-75.8% |
| Participation rate | 65.3% | 61.8%+3.5pp | 69.8%-4.5pp | 69.3%-4.0pp |
| Annual return | 9.47% | 18.59%-9.1pp | 37.78%-28.3pp | 318.56%-309.1pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,151 | $2,894-25.7% | $3,848-44.1% | $3,952-45.6% |
| Admin fee / account holder | $118 | $4,997-97.6% | $6,181-98.1% | $6,260-98.1% |