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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 | $17,549 | $63,924-72.5% | $108,582-83.8% | $55,167-68.2% |
| Participation rate | 64.5% | 74.3%-9.8pp | 79.6%-15.1pp | 69.0%-4.5pp |
| Annual return | 11.39% | 15.31%-3.9pp | -51.70%+63.1pp | 169.23%-157.8pp |
| Employer contribution / active EE | $665 | $1,879-64.6% | $3,758-82.3% | $1,963-66.1% |
| Participant deferral / active EE | $1,148 | $3,067-62.6% | $4,311-73.4% | $3,054-62.4% |
| Admin fee / account holder | $15 | $618-97.6% | $7,645-99.8% | $504-97.0% |