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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 | $21,265 | $75,183-71.7% | $123,894-82.8% | $55,167-61.5% |
| Participation rate | 31.1% | 72.8%-41.7pp | 81.4%-50.3pp | 69.0%-37.9pp |
| Annual return | 7.10% | 19.01%-11.9pp | 47.52%-40.4pp | 169.23%-162.1pp |
| Employer contribution / active EE | $1,093 | $2,823-61.3% | $4,617-76.3% | $1,963-44.3% |
| Participant deferral / active EE | $1,754 | $5,084-65.5% | $5,984-70.7% | $3,054-42.6% |
| Admin fee / account holder | $5 | $663-99.3% | $8,357-99.9% | $504-99.1% |