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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 | $3,901 | $74,706-94.8% | $75,731-94.8% | $79,389-95.1% |
| Participation rate | 18.6% | 75.3%-56.7pp | 74.8%-56.2pp | 70.7%-52.1pp |
| Annual return | 0.00% | 18.52%-18.5pp | 104.65%-104.6pp | 116.89%-116.9pp |
| Employer contribution / active EE | $0 | $2,590-100.0% | $2,743-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $708 | $3,533-80.0% | $3,820-81.5% | $4,046-82.5% |
| Admin fee / account holder | $0 | $374-100.0% | $3,620-100.0% | $626-100.0% |