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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 | $17,358 | $59,054-70.6% | $97,197-82.1% | $77,714-77.7% |
| Participation rate | 22.2% | 67.9%-45.6pp | 72.7%-50.4pp | 70.6%-48.3pp |
| Annual return | 16.40% | 16.96%-0.6pp | 75.47%-59.1pp | 31.26%-14.9pp |
| Employer contribution / active EE | $533 | $1,742-69.4% | $2,723-80.4% | $2,727-80.5% |
| Participant deferral / active EE | $946 | $3,930-75.9% | $4,263-77.8% | $4,649-79.6% |
| Admin fee / account holder | $0 | $346-100.0% | $5,637-100.0% | $433-100.0% |