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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $235,837 | $119,351+97.6% | $101,347+132.7% | $382,429-38.3% |
| Participation rate | 28.6% | 70.4%-41.8pp | 71.9%-43.3pp | 87.7%-59.2pp |
| Annual return | 0.52% | -45.02%+45.5pp | -44.15%+44.7pp | 248.85%-248.3pp |
| Employer contribution / active EE | $0 | $1,987-100.0% | $1,685-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $2,526-100.0% | $2,328-100.0% | $5,727-100.0% |
| Admin fee / account holder | $0 | $3,547-100.0% | $3,532-100.0% | $30,732-100.0% |