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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $14,556 | $39,458-63.1% | $60,547-76.0% | $55,191-73.6% |
| Participation rate | 36.3% | 59.6%-23.3pp | 68.0%-31.6pp | 69.2%-32.8pp |
| Annual return | -0.05% | 3.35%-3.4pp | 335.64%-335.7pp | 10.78%-10.8pp |
| Employer contribution / active EE | $148 | $1,210-87.7% | $2,419-93.9% | $1,899-92.2% |
| Participant deferral / active EE | $895 | $2,140-58.2% | $3,328-73.1% | $3,046-70.6% |
| Admin fee / account holder | $65 | $95-32.2% | $4,536-98.6% | $91-28.9% |