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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 | $9,511 | $84,236-88.7% | $170,435-94.4% | $70,126-86.4% |
| Participation rate | 34.6% | 70.8%-36.2pp | 83.6%-49.0pp | 69.5%-34.9pp |
| Annual return | 8.23% | 23.06%-14.8pp | 205.94%-197.7pp | 73.15%-64.9pp |
| Employer contribution / active EE | $636 | $3,387-81.2% | $5,432-88.3% | $2,343-72.8% |
| Participant deferral / active EE | $1,174 | $3,086-62.0% | $4,939-76.2% | $3,332-64.8% |
| Admin fee / account holder | $87 | $5,698-98.5% | $13,881-99.4% | $4,645-98.1% |