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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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,980 | $58,888-76.3% | $178,499-92.2% | $73,493-81.0% |
| Participation rate | 59.2% | 66.2%-7.1pp | 81.9%-22.8pp | 70.7%-11.5pp |
| Annual return | 13.95% | 24.86%-10.9pp | 151.10%-137.2pp | 28.51%-14.6pp |
| Employer contribution / active EE | $742 | $2,236-66.8% | $5,011-85.2% | $2,270-67.3% |
| Participant deferral / active EE | $1,486 | $2,568-42.1% | $5,202-71.4% | $3,740-60.3% |
| Admin fee / account holder | $5 | $400-98.7% | $13,986-100.0% | $513-99.0% |