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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 | $5,251 | $59,006-91.1% | $97,260-94.6% | $74,459-92.9% |
| Participation rate | 48.9% | 63.7%-14.8pp | 72.7%-23.8pp | 67.2%-18.3pp |
| Annual return | 13.55% | 16.04%-2.5pp | 75.54%-62.0pp | 1369.70%-1356.1pp |
| Employer contribution / active EE | $457 | $1,894-75.9% | $2,721-83.2% | $2,626-82.6% |
| Participant deferral / active EE | $1,090 | $3,671-70.3% | $4,262-74.4% | $4,350-74.9% |
| Admin fee / account holder | $29 | $1,974-98.5% | $5,640-99.5% | $1,945-98.5% |