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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $11,236 | $52,961-78.8% | $172,752-93.5% | $65,185-82.8% |
| Participation rate | 59.4% | 66.2%-6.8pp | 82.6%-23.3pp | 70.2%-10.8pp |
| Annual return | 20.21% | 30.12%-9.9pp | 802.97%-782.8pp | 29.38%-9.2pp |
| Employer contribution / active EE | $771 | $2,190-64.8% | $5,144-85.0% | $2,177-64.6% |
| Participant deferral / active EE | $1,226 | $2,471-50.4% | $5,198-76.4% | $3,514-65.1% |
| Admin fee / account holder | $5 | $472-98.9% | $13,955-100.0% | $847-99.4% |