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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 | $22,444 | $121,341-81.5% | $189,537-88.2% | $79,391-71.7% |
| Participation rate | 40.7% | 86.1%-45.4pp | 87.8%-47.1pp | 70.7%-30.0pp |
| Annual return | 17.34% | 21.08%-3.7pp | 555.34%-538.0pp | 116.88%-99.5pp |
| Employer contribution / active EE | $1,890 | $3,915-51.7% | $6,161-69.3% | $2,428-22.2% |
| Participant deferral / active EE | $2,925 | $6,395-54.3% | $8,220-64.4% | $4,046-27.7% |
| Admin fee / account holder | $167 | $651-74.3% | $12,048-98.6% | $627-73.3% |