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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 | $2,774 | $40,435-93.1% | $80,627-96.6% | $74,460-96.3% |
| Participation rate | 30.8% | 47.4%-16.6pp | 67.0%-36.2pp | 70.7%-40.0pp |
| Annual return | 0.00% | 165.19%-165.2pp | 936.76%-936.8pp | 34.38%-34.4pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,723-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $362 | $2,673-86.5% | $4,443-91.9% | $4,530-92.0% |
| Admin fee / account holder | $11 | $721-98.4% | $5,381-99.8% | $348-96.7% |