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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 | $2,383 | $37,463-93.6% | $77,096-96.9% | $66,938-96.4% |
| Participation rate | 11.9% | 52.9%-41.1pp | 67.9%-56.0pp | 69.8%-57.9pp |
| Annual return | -17.60% | -3.25%-14.4pp | 42.35%-59.9pp | 1.58%-19.2pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $2,814-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $197 | $2,621-92.5% | $4,429-95.6% | $4,238-95.4% |
| Admin fee / account holder | $8 | $568-98.5% | $5,428-99.8% | $594-98.6% |