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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 | $17,370 | $176,838-90.2% | $146,685-88.2% | $167,518-89.6% |
| Participation rate | 66.7% | 83.6%-17.0pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 1.17% | 24.04%-22.9pp | 22.75%-21.6pp | 478.71%-477.5pp |
| Employer contribution / active EE | $5,805 | $5,161+12.5% | $4,137+40.3% | $4,838+20.0% |
| Participant deferral / active EE | $0 | $6,441-100.0% | $5,507-100.0% | $6,342-100.0% |
| Admin fee / account holder | $65 | $13,262-99.5% | $10,281-99.4% | $12,312-99.5% |