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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 | $10,303 | $112,112-90.8% | $95,956-89.3% | $158,950-93.5% |
| Participation rate | 57.1% | 79.0%-21.8pp | 77.1%-19.9pp | 82.0%-24.8pp |
| Annual return | 4.72% | 171.15%-166.4pp | 91.63%-86.9pp | 302.91%-298.2pp |
| Employer contribution / active EE | $1,544 | $3,199-51.7% | $2,541-39.3% | $4,762-67.6% |
| Participant deferral / active EE | $2,177 | $4,784-54.5% | $4,167-47.8% | $5,983-63.6% |
| Admin fee / account holder | $53 | $10,134-99.5% | $6,797-99.2% | $11,248-99.5% |