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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 | $128,864+83.0% | $102,455+130.2% | $461,066-48.8% |
| Participation rate | 28.6% | 72.0%-43.4pp | 76.5%-47.9pp | 87.7%-59.1pp |
| Annual return | 0.52% | -40.09%+40.6pp | -39.24%+39.8pp | 484.84%-484.3pp |
| Employer contribution / active EE | $0 | $3,409-100.0% | $2,436-100.0% | $9,163-100.0% |
| Participant deferral / active EE | $0 | $2,186-100.0% | $2,279-100.0% | $6,032-100.0% |
| Admin fee / account holder | $0 | $822-100.0% | $1,774-100.0% | $28,147-100.0% |