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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $6,138 | $32,425-81.1% | $74,577-91.8% | $55,167-88.9% |
| Participation rate | 6.7% | 54.0%-47.3pp | 68.1%-61.4pp | 69.0%-62.3pp |
| Annual return | 6.47% | 10.63%-4.2pp | 20.47%-14.0pp | 169.23%-162.8pp |
| Employer contribution / active EE | $2 | $1,043-99.8% | $2,525-99.9% | $1,963-99.9% |
| Participant deferral / active EE | $687 | $1,995-65.6% | $3,458-80.1% | $3,054-77.5% |
| Admin fee / account holder | $12 | $748-98.4% | $4,138-99.7% | $504-97.7% |