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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 | $3,519 | $46,325-92.4% | $143,788-97.6% | $64,814-94.6% |
| Participation rate | 1.9% | 64.2%-62.4pp | 80.3%-78.4pp | 71.5%-69.6pp |
| Annual return | 0.00% | -10.05%+10.1pp | -0.03%0pp | 32.84%-32.8pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $66 | $2,647-97.5% | $5,638-98.8% | $4,310-98.5% |
| Admin fee / account holder | $0 | $154-100.0% | $14,675-100.0% | $188-100.0% |