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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 | $6,492 | $23,224-72.0% | $71,086-90.9% | $55,725-88.3% |
| Participation rate | 6.1% | 37.9%-31.8pp | 54.7%-48.6pp | 70.9%-64.8pp |
| Annual return | 0.00% | -2.87%+2.9pp | 650.59%-650.6pp | 244.93%-244.9pp |
| Employer contribution / active EE | $0 | $436-100.0% | $1,088-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $406 | $929-56.3% | $1,874-78.4% | $3,356-87.9% |
| Admin fee / account holder | $8 | $118-93.4% | $3,082-99.7% | $115-93.3% |