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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 | $13,179 | $40,174-67.2% | $84,021-84.3% | $67,579-80.5% |
| Participation rate | 61.3% | 62.7%-1.3pp | 69.0%-7.7pp | 71.3%-9.9pp |
| Annual return | 28.53% | 25.82%+2.7pp | 71.32%-42.8pp | 378.56%-350.0pp |
| Employer contribution / active EE | $575 | $808-28.9% | $1,984-71.0% | $2,148-73.3% |
| Participant deferral / active EE | $864 | $2,301-62.4% | $3,239-73.3% | $3,539-75.6% |
| Admin fee / account holder | $3 | $128-97.5% | $6,102-99.9% | $142-97.7% |