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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 | $6,588 | $51,631-87.2% | $129,397-94.9% | $80,925-91.9% |
| Participation rate | 65.3% | 56.9%+8.4pp | 69.6%-4.3pp | 67.7%-2.4pp |
| Annual return | 10.24% | 20.77%-10.5pp | 9453.98%-9443.7pp | 35.65%-25.4pp |
| Employer contribution / active EE | $433 | $1,583-72.6% | $4,154-89.6% | $2,756-84.3% |
| Participant deferral / active EE | $834 | $2,670-68.8% | $4,167-80.0% | $4,299-80.6% |
| Admin fee / account holder | $147 | $4,309-96.6% | $7,679-98.1% | $6,940-97.9% |