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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 | $17,591 | $105,200-83.3% | $159,474-89.0% | $85,847-79.5% |
| Participation rate | 48.5% | 75.8%-27.3pp | 82.8%-34.4pp | 69.3%-20.9pp |
| Annual return | 12.80% | 45.08%-32.3pp | 263.68%-250.9pp | 318.61%-305.8pp |
| Employer contribution / active EE | $1,023 | $3,319-69.2% | $4,831-78.8% | $2,565-60.1% |
| Participant deferral / active EE | $1,576 | $5,946-73.5% | $7,353-78.6% | $3,952-60.1% |
| Admin fee / account holder | $103 | $6,934-98.5% | $10,802-99.0% | $6,261-98.4% |