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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 | $31,045 | $198,461-84.4% | $170,436-81.8% | $147,585-79.0% |
| Participation rate | 61.5% | 88.0%-26.4pp | 83.6%-22.1pp | 82.8%-21.3pp |
| Annual return | -67.34% | 257.30%-324.6pp | 205.94%-273.3pp | 578.57%-645.9pp |
| Employer contribution / active EE | $8,288 | $6,184+34.0% | $5,433+52.6% | $4,876+70.0% |
| Participant deferral / active EE | $6,703 | $5,629+19.1% | $4,939+35.7% | $5,439+23.2% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |