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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $13,335 | $50,919-73.8% | $155,556-91.4% | $77,762-82.9% |
| Participation rate | 36.6% | 63.1%-26.5pp | 78.2%-41.6pp | 70.6%-34.0pp |
| Annual return | 15.07% | 34.84%-19.8pp | 64.84%-49.8pp | 31.27%-16.2pp |
| Employer contribution / active EE | $208 | $1,991-89.6% | $4,675-95.6% | $2,728-92.4% |
| Participant deferral / active EE | $1,291 | $2,824-54.3% | $5,631-77.1% | $4,651-72.2% |
| Admin fee / account holder | $100 | $437-77.2% | $15,885-99.4% | $433-77.0% |