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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 | $6,550 | $110,410-94.1% | $102,437-93.6% | $145,897-95.5% |
| Participation rate | 52.9% | 77.9%-25.0pp | 74.5%-21.6pp | 80.3%-27.4pp |
| Annual return | 8.11% | 24.85%-16.7pp | 24.95%-16.8pp | 552.29%-544.2pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,061 | $5,622-63.3% | $5,060-59.3% | $6,689-69.2% |
| Admin fee / account holder | $179 | $9,745-98.2% | $8,388-97.9% | $13,390-98.7% |