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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 | $23,535 | $54,573-56.9% | $90,970-74.1% | $73,497-68.0% |
| Participation rate | 34.2% | 61.2%-27.0pp | 69.0%-34.8pp | 70.7%-36.5pp |
| Annual return | 23.97% | 16.69%+7.3pp | 134.60%-110.6pp | 28.51%-4.5pp |
| Employer contribution / active EE | $826 | $991-16.6% | $2,122-61.1% | $2,270-63.6% |
| Participant deferral / active EE | $1,392 | $2,517-44.7% | $3,373-58.7% | $3,740-62.8% |
| Admin fee / account holder | $10 | $521-98.0% | $5,961-99.8% | $513-98.0% |