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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,126 | $89,652-66.4% | $141,191-78.7% | $65,185-53.8% |
| Participation rate | 40.6% | 74.7%-34.2pp | 82.5%-41.9pp | 70.2%-29.6pp |
| Annual return | 35.76% | 32.79%+3.0pp | 71.41%-35.6pp | 29.38%+6.4pp |
| Employer contribution / active EE | $1,405 | $3,065-54.2% | $4,736-70.3% | $2,177-35.5% |
| Participant deferral / active EE | $4,014 | $5,691-29.5% | $6,710-40.2% | $3,514+14.2% |
| Admin fee / account holder | $43 | $569-92.5% | $10,264-99.6% | $847-95.0% |