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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $9,701 | $59,105-83.6% | $160,009-93.9% | $66,938-85.5% |
| Participation rate | 30.7% | 68.1%-37.3pp | 78.0%-47.2pp | 69.8%-39.1pp |
| Annual return | 0.00% | -12.26%+12.3pp | 408.85%-408.8pp | 1.58%-1.6pp |
| Employer contribution / active EE | $154 | $1,983-92.2% | $4,225-96.3% | $2,545-93.9% |
| Participant deferral / active EE | $2,603 | $4,395-40.8% | $6,183-57.9% | $4,238-38.6% |
| Admin fee / account holder | $78 | $591-86.8% | $8,715-99.1% | $594-86.8% |