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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 | $4,540 | $169,161-97.3% | $129,295-96.5% | $145,959-96.9% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 1.77% | 14348.07%-14346.3pp | 9429.28%-9427.5pp | 561.95%-560.2pp |
| Employer contribution / active EE | $366 | $5,543-93.4% | $4,157-91.2% | $4,661-92.1% |
| Participant deferral / active EE | $1,826 | $4,989-63.4% | $4,169-56.2% | $6,689-72.7% |
| Admin fee / account holder | $131 | $9,878-98.7% | $7,665-98.3% | $13,398-99.0% |