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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 | $23,370 | $136,307-82.9% | $177,840-86.9% | $73,493-68.2% |
| Participation rate | 43.5% | 86.1%-42.6pp | 87.7%-44.2pp | 70.7%-27.1pp |
| Annual return | 49.39% | 18.68%+30.7pp | 48.32%+1.1pp | 28.51%+20.9pp |
| Employer contribution / active EE | $1,111 | $3,712-70.1% | $5,919-81.2% | $2,270-51.0% |
| Participant deferral / active EE | $3,458 | $5,829-40.7% | $7,714-55.2% | $3,740-7.5% |
| Admin fee / account holder | $57 | $596-90.4% | $12,431-99.5% | $513-88.9% |