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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,536 | $79,694-98.1% | $96,171-98.4% | $79,391-98.1% |
| Participation rate | 13.1% | 54.0%-40.9pp | 68.4%-55.3pp | 70.7%-57.6pp |
| Annual return | 26.28% | 40.84%-14.6pp | 192.04%-165.8pp | 116.88%-90.6pp |
| Employer contribution / active EE | $0 | $1,443-100.0% | $2,799-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $190 | $2,539-92.5% | $4,350-95.6% | $4,046-95.3% |
| Admin fee / account holder | $4 | $630-99.4% | $5,538-99.9% | $627-99.4% |