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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 | $10,283 | $63,949-83.9% | $129,031-92.0% | $94,015-89.1% |
| Participation rate | 0.0% | 63.4%-63.4pp | 73.4%-73.4pp | 70.8%-70.8pp |
| Annual return | 9.54% | 17.56%-8.0pp | 34.67%-25.1pp | 17.84%-8.3pp |
| Employer contribution / active EE | $1,786 | $1,865-4.2% | $3,226-44.7% | $2,790-36.0% |
| Participant deferral / active EE | $0 | $3,686-100.0% | $5,217-100.0% | $4,249-100.0% |
| Admin fee / account holder | $0 | $5,523-100.0% | $13,208-100.0% | $8,951-100.0% |