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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 | $6,873 | $35,123-80.4% | $93,406-92.6% | $73,412-90.6% |
| Participation rate | 10.1% | 68.3%-58.1pp | 66.8%-56.7pp | 72.2%-62.1pp |
| Annual return | 24.53% | 18.89%+5.6pp | 78.05%-53.5pp | 59.30%-34.8pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,075-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $291 | $2,249-87.0% | $3,126-90.7% | $3,806-92.3% |
| Admin fee / account holder | $137 | $108+26.3% | $5,230-97.4% | $158-13.5% |