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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 | $18,705 | $62,723-70.2% | $142,898-86.9% | $86,821-78.5% |
| Participation rate | 19.0% | 62.6%-43.6pp | 72.0%-53.0pp | 72.3%-53.3pp |
| Annual return | 16.39% | 17.62%-1.2pp | 5639.64%-5623.3pp | 97.94%-81.5pp |
| Employer contribution / active EE | $426 | $1,627-73.8% | $4,146-89.7% | $2,406-82.3% |
| Participant deferral / active EE | $697 | $3,039-77.1% | $3,838-81.9% | $4,132-83.1% |
| Admin fee / account holder | $42 | $140-70.0% | $6,560-99.4% | $170-75.3% |