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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 | $6,894 | $65,092-89.4% | $143,799-95.2% | $66,938-89.7% |
| Participation rate | 30.2% | 65.2%-35.0pp | 80.3%-50.1pp | 69.8%-39.6pp |
| Annual return | -32.74% | -11.14%-21.6pp | -0.04%-32.7pp | 1.58%-34.3pp |
| Employer contribution / active EE | $654 | $2,362-72.3% | $4,952-86.8% | $2,545-74.3% |
| Participant deferral / active EE | $1,627 | $2,920-44.3% | $5,638-71.1% | $4,238-61.6% |
| Admin fee / account holder | $56 | $502-88.8% | $14,677-99.6% | $594-90.5% |