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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 | $3,518 | $58,851-94.0% | $115,170-96.9% | $72,983-95.2% |
| Participation rate | 48.1% | 65.5%-17.4pp | 75.9%-27.8pp | 69.5%-21.3pp |
| Annual return | 1.66% | 23.16%-21.5pp | 35.60%-33.9pp | 81.01%-79.3pp |
| Employer contribution / active EE | $1,526 | $1,798-15.1% | $3,179-52.0% | $2,440-37.4% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $4,169-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $6,370-100.0% | $7,089-100.0% | $5,124-100.0% |