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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 | $28,845 | $86,332-66.6% | $125,180-77.0% | $65,185-55.7% |
| Participation rate | 56.2% | 75.3%-19.2pp | 79.8%-23.6pp | 70.2%-14.0pp |
| Annual return | 27.09% | 27.43%-0.3pp | 43.79%-16.7pp | 29.38%-2.3pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,866-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,218 | $3,537-65.6% | $4,937-75.3% | $3,514-65.3% |
| Admin fee / account holder | $69 | $609-88.7% | $9,703-99.3% | $847-91.9% |