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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 | $7,569 | $80,763-90.6% | $102,412-92.6% | $74,459-89.8% |
| Participation rate | 64.2% | 65.7%-1.5pp | 74.5%-10.3pp | 67.2%-3.1pp |
| Annual return | 15.78% | 27.57%-11.8pp | 24.94%-9.2pp | 1369.70%-1353.9pp |
| Employer contribution / active EE | $668 | $3,160-78.9% | $3,870-82.7% | $2,626-74.6% |
| Participant deferral / active EE | $1,847 | $3,862-52.2% | $5,060-63.5% | $4,350-57.5% |
| Admin fee / account holder | $86 | $2,371-96.4% | $8,388-99.0% | $1,945-95.6% |