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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 | $14,353 | $84,482-83.0% | $125,363-88.6% | $66,930-78.6% |
| Participation rate | 23.1% | 76.4%-53.3pp | 82.4%-59.3pp | 69.8%-46.7pp |
| Annual return | -13.74% | -8.49%-5.2pp | 572.15%-585.9pp | 1.57%-15.3pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,969 | $6,782-71.0% | $7,447-73.6% | $4,238-53.5% |
| Admin fee / account holder | $14 | $685-97.9% | $10,005-99.9% | $593-97.6% |