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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 | $566 | $65,092-99.1% | $143,799-99.6% | $66,938-99.2% |
| Participation rate | 51.7% | 65.2%-13.5pp | 80.3%-28.6pp | 69.8%-18.1pp |
| Annual return | 0.00% | -11.14%+11.1pp | -0.04%0pp | 1.58%-1.6pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $337 | $2,920-88.5% | $5,638-94.0% | $4,238-92.0% |
| Admin fee / account holder | $38 | $502-92.5% | $14,677-99.7% | $594-93.6% |