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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 | $280 | $26,549-98.9% | $61,452-99.5% | $66,938-99.6% |
| Participation rate | 25.1% | 38.1%-13.0pp | 52.6%-27.4pp | 69.8%-44.7pp |
| Annual return | 0.00% | -16.21%+16.2pp | 338.96%-339.0pp | 1.58%-1.6pp |
| Employer contribution / active EE | $0 | $651-100.0% | $1,160-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $72 | $1,338-94.6% | $2,125-96.6% | $4,238-98.3% |
| Admin fee / account holder | $0 | $409-100.0% | $2,131-100.0% | $594-100.0% |