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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 | $883 | $61,338-98.6% | $149,717-99.4% | $71,495-98.8% |
| Participation rate | 58.0% | 62.5%-4.5pp | 78.8%-20.8pp | 67.9%-10.0pp |
| Annual return | 0.95% | 35.86%-34.9pp | 134.41%-133.5pp | 28.85%-27.9pp |
| Employer contribution / active EE | $592 | $2,381-75.1% | $4,820-87.7% | $2,589-77.1% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $73 | $1,263-94.2% | $13,213-99.4% | $1,588-95.4% |