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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 | $891 | $29,051-96.9% | $52,425-98.3% | $67,986-98.7% |
| Participation rate | 59.2% | 30.4%+28.8pp | 55.6%+3.6pp | 57.2%+2.0pp |
| Annual return | 5.46% | 24.00%-18.5pp | 302.12%-296.7pp | 31.67%-26.2pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $181 | $873-79.2% | $1,790-89.9% | $3,358-94.6% |
| Admin fee / account holder | $251 | $2,113-88.1% | $2,495-89.9% | $3,203-92.2% |