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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 | $8,360 | $52,884-84.2% | $84,753-90.1% | $55,167-84.8% |
| Participation rate | 46.8% | 67.5%-20.7pp | 76.6%-29.8pp | 69.0%-22.2pp |
| Annual return | 39.37% | 18.03%+21.3pp | 22.78%+16.6pp | 169.23%-129.9pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,298 | $2,644-50.9% | $3,712-65.0% | $3,054-57.5% |
| Admin fee / account holder | $14 | $581-97.5% | $5,333-99.7% | $504-97.1% |