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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $16,396 | $64,176-74.5% | $112,263-85.4% | $66,949-75.5% |
| Participation rate | 31.3% | 68.4%-37.2pp | 75.1%-43.8pp | 69.8%-38.5pp |
| Annual return | -22.09% | -13.80%-8.3pp | 27.49%-49.6pp | 1.57%-23.7pp |
| Employer contribution / active EE | $1,081 | $3,007-64.1% | $3,636-70.3% | $2,545-57.5% |
| Participant deferral / active EE | $1,676 | $3,694-54.6% | $4,729-64.6% | $4,239-60.5% |
| Admin fee / account holder | $223 | $626-64.3% | $6,410-96.5% | $594-62.4% |