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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 | $11,025 | $77,638-85.8% | $156,551-93.0% | $62,881-82.5% |
| Participation rate | 54.5% | 71.2%-16.7pp | 84.0%-29.5pp | 69.3%-14.8pp |
| Annual return | 0.73% | 50.33%-49.6pp | 32.23%-31.5pp | 20.14%-19.4pp |
| Employer contribution / active EE | $727 | $3,444-78.9% | $5,501-86.8% | $2,281-68.1% |
| Participant deferral / active EE | $979 | $3,046-67.9% | $4,871-79.9% | $3,203-69.4% |
| Admin fee / account holder | $260 | $5,561-95.3% | $13,028-98.0% | $4,296-94.0% |