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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 | $21,669 | $71,192-69.6% | $117,861-81.6% | $62,293-65.2% |
| Participation rate | 64.7% | 74.2%-9.5pp | 79.7%-15.0pp | 69.5%-4.8pp |
| Annual return | 18.96% | 18.66%+0.3pp | 335.11%-316.1pp | 28.90%-9.9pp |
| Employer contribution / active EE | $726 | $1,934-62.4% | $3,786-80.8% | $2,042-64.4% |
| Participant deferral / active EE | $1,231 | $3,189-61.4% | $4,482-72.5% | $3,169-61.2% |
| Admin fee / account holder | $15 | $587-97.4% | $8,021-99.8% | $479-96.9% |