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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 | $4,439 | $65,428-93.2% | $169,397-97.4% | $71,529-93.8% |
| Participation rate | 43.2% | 66.9%-23.6pp | 77.2%-33.9pp | 67.9%-24.7pp |
| Annual return | 19.44% | 21.35%-1.9pp | 406.23%-386.8pp | 28.97%-9.5pp |
| Employer contribution / active EE | $0 | $2,064-100.0% | $4,013-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $1,970 | $4,360-54.8% | $6,223-68.3% | $4,291-54.1% |
| Admin fee / account holder | $11 | $1,328-99.2% | $9,017-99.9% | $1,588-99.3% |