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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 | $6,775 | $56,116-87.9% | $135,768-95.0% | $86,983-92.2% |
| Participation rate | 57.1% | 60.1%-3.0pp | 71.1%-13.9pp | 69.5%-12.4pp |
| Annual return | 6.75% | 125.33%-118.6pp | 526.10%-519.3pp | 25.83%-19.1pp |
| Employer contribution / active EE | $1,190 | $1,528-22.1% | $3,394-64.9% | $2,584-53.9% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,977-100.0% | $4,194-100.0% |
| Admin fee / account holder | $195 | $4,314-95.5% | $7,048-97.2% | $7,856-97.5% |