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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 | $80,748-81.5% | $102,383-85.4% | $74,429-80.0% |
| Participation rate | 0.0% | 65.7%-65.7pp | 74.5%-74.5pp | 67.2%-67.2pp |
| Annual return | 11.81% | 27.57%-15.8pp | 24.94%-13.1pp | 1368.38%-1356.6pp |
| Employer contribution / active EE | $4,188 | $3,159+32.6% | $3,870+8.2% | $2,625+59.6% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,391-100.0% | $1,944-100.0% |