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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 | $461 | $24,891-98.1% | $69,632-99.3% | $74,478-99.4% |
| Participation rate | 63.4% | 63.4%0pp | 66.4%-3.0pp | 67.2%-3.8pp |
| Annual return | 21.07% | 18.53%+2.5pp | 101.32%-80.3pp | 1370.56%-1349.5pp |
| Employer contribution / active EE | $304 | $1,005-69.8% | $1,708-82.2% | $2,626-88.4% |
| Participant deferral / active EE | $697 | $1,908-63.5% | $2,889-75.9% | $4,350-84.0% |
| Admin fee / account holder | $1 | $1,904-99.9% | $4,695-100.0% | $1,946-99.9% |