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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 | $1,853 | $124,314-98.5% | $109,163-98.3% | $167,518-98.9% |
| Participation rate | 28.6% | 79.4%-50.9pp | 75.9%-47.3pp | 82.1%-53.5pp |
| Annual return | 5.01% | 26.04%-21.0pp | 25.75%-20.7pp | 478.71%-473.7pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $115 | $7,973-98.6% | $6,754-98.3% | $12,312-99.1% |