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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 | $11,304 | $62,715-82.0% | $104,299-89.2% | $66,949-83.1% |
| Participation rate | 36.6% | 59.6%-23.0pp | 73.3%-36.7pp | 69.8%-33.3pp |
| Annual return | -20.12% | -14.70%-5.4pp | 24.62%-44.7pp | 1.57%-21.7pp |
| Employer contribution / active EE | $856 | $1,976-56.7% | $3,373-74.6% | $2,545-66.4% |
| Participant deferral / active EE | $1,568 | $2,852-45.0% | $4,626-66.1% | $4,239-63.0% |
| Admin fee / account holder | $1 | $657-99.8% | $7,339-100.0% | $594-99.8% |