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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 | $10,554 | $35,485-70.3% | $74,551-85.8% | $55,725-81.1% |
| Participation rate | 61.3% | 62.5%-1.3pp | 69.1%-7.9pp | 70.9%-9.6pp |
| Annual return | -5.87% | 0.72%-6.6pp | 32.53%-38.4pp | 244.93%-250.8pp |
| Employer contribution / active EE | $537 | $777-30.9% | $1,961-72.6% | $2,078-74.2% |
| Participant deferral / active EE | $834 | $2,181-61.8% | $3,108-73.2% | $3,356-75.2% |
| Admin fee / account holder | $3 | $114-97.4% | $5,059-99.9% | $115-97.4% |