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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 | $24,126 | $78,423-69.2% | $95,964-74.9% | $79,856-69.8% |
| Participation rate | 65.8% | 73.5%-7.7pp | 77.1%-11.3pp | 69.6%-3.9pp |
| Annual return | 4.29% | 19.37%-15.1pp | 91.64%-87.4pp | 31.71%-27.4pp |
| Employer contribution / active EE | $1,205 | $1,945-38.1% | $2,541-52.6% | $2,471-51.2% |
| Participant deferral / active EE | $2,846 | $3,440-17.3% | $4,167-31.7% | $3,741-23.9% |
| Admin fee / account holder | $40 | $5,622-99.3% | $6,797-99.4% | $5,306-99.2% |