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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $3,879 | $28,109-86.2% | $71,086-94.5% | $56,287-93.1% |
| Participation rate | 18.4% | 40.4%-22.0pp | 54.7%-36.3pp | 69.9%-51.5pp |
| Annual return | 0.00% | -615.05%+615.1pp | 650.59%-650.6pp | -9.96%+10.0pp |
| Employer contribution / active EE | $241 | $558-56.8% | $1,088-77.9% | $2,111-88.6% |
| Participant deferral / active EE | $600 | $1,116-46.2% | $1,874-68.0% | $3,350-82.1% |
| Admin fee / account holder | $0 | $585-100.0% | $3,082-100.0% | $521-100.0% |