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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 | $3,262 | $81,262-96.0% | $155,602-97.9% | $80,911-96.0% |
| Participation rate | 51.3% | 66.2%-15.0pp | 78.2%-26.9pp | 67.6%-16.4pp |
| Annual return | 6.77% | 33.34%-26.6pp | 64.81%-58.0pp | 35.63%-28.9pp |
| Employer contribution / active EE | $514 | $3,102-83.4% | $4,675-89.0% | $2,756-81.3% |
| Participant deferral / active EE | $1,030 | $3,451-70.2% | $5,629-81.7% | $4,297-76.0% |
| Admin fee / account holder | $159 | $7,992-98.0% | $15,923-99.0% | $6,935-97.7% |