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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 | $23,020 | $54,573-57.8% | $90,970-74.7% | $73,497-68.7% |
| Participation rate | 49.2% | 61.2%-12.0pp | 69.0%-19.8pp | 70.7%-21.5pp |
| Annual return | 14.96% | 16.69%-1.7pp | 134.60%-119.6pp | 28.51%-13.6pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,091 | $2,517-56.6% | $3,373-67.6% | $3,740-70.8% |
| Admin fee / account holder | $22 | $521-95.7% | $5,961-99.6% | $513-95.7% |