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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,920 | $80,731-81.5% | $103,374-85.6% | $74,546-80.0% |
| Participation rate | 0.0% | 65.7%-65.7pp | 74.5%-74.5pp | 67.2%-67.2pp |
| Annual return | 11.81% | 27.56%-15.8pp | 24.89%-13.1pp | 1366.03%-1354.2pp |
| Employer contribution / active EE | $4,188 | $3,158+32.6% | $3,869+8.2% | $2,624+59.6% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,394-100.0% | $1,944-100.0% |