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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 | $10,245 | $42,367-75.8% | $79,580-87.1% | $64,819-84.2% |
| Participation rate | 57.7% | 64.7%-7.0pp | 69.5%-11.8pp | 71.5%-13.7pp |
| Annual return | -17.62% | -12.23%-5.4pp | 0.15%-17.8pp | 32.84%-50.5pp |
| Employer contribution / active EE | $333 | $1,181-71.8% | $2,413-86.2% | $2,507-86.7% |
| Participant deferral / active EE | $915 | $3,170-71.1% | $3,985-77.0% | $4,311-78.8% |
| Admin fee / account holder | $172 | $160+7.5% | $6,835-97.5% | $188-8.7% |