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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 | $2,866 | $169,356-98.3% | $129,406-97.8% | $145,897-98.0% |
| Participation rate | 54.5% | 76.5%-22.0pp | 69.6%-15.1pp | 80.3%-25.8pp |
| Annual return | 3.41% | 14418.62%-14415.2pp | 9468.18%-9464.8pp | 552.29%-548.9pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,241 | $4,987-75.1% | $4,167-70.2% | $6,689-81.4% |
| Admin fee / account holder | $159 | $9,915-98.4% | $7,689-97.9% | $13,390-98.8% |