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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 | $22,355 | $67,606-66.9% | $82,313-72.8% | $70,131-68.1% |
| Participation rate | 65.7% | 72.8%-7.1pp | 76.9%-11.2pp | 69.5%-3.8pp |
| Annual return | 7.25% | 21.57%-14.3pp | 25.88%-18.6pp | 73.14%-65.9pp |
| Employer contribution / active EE | $1,495 | $1,755-14.8% | $2,428-38.4% | $2,342-36.2% |
| Participant deferral / active EE | $2,587 | $2,987-13.4% | $3,706-30.2% | $3,332-22.4% |
| Admin fee / account holder | $83 | $4,512-98.2% | $5,608-98.5% | $4,645-98.2% |