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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 | $854 | $29,736-97.1% | $56,033-98.5% | $80,935-98.9% |
| Participation rate | 62.9% | 41.7%+21.2pp | 52.5%+10.4pp | 67.7%-4.8pp |
| Annual return | 7.12% | 35.28%-28.2pp | 1711.38%-1704.3pp | 35.66%-28.5pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $319 | $1,228-74.0% | $1,954-83.7% | $4,299-92.6% |
| Admin fee / account holder | $284 | $2,434-88.3% | $2,827-89.9% | $6,924-95.9% |