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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 | $14,039 | $80,781-82.6% | $102,437-86.3% | $74,478-81.2% |
| Participation rate | 39.9% | 65.7%-25.8pp | 74.5%-34.6pp | 67.2%-27.4pp |
| Annual return | 13.36% | 27.58%-14.2pp | 24.95%-11.6pp | 1370.56%-1357.2pp |
| Employer contribution / active EE | $1,353 | $3,160-57.2% | $3,871-65.0% | $2,626-48.5% |
| Participant deferral / active EE | $2,155 | $3,862-44.2% | $5,060-57.4% | $4,350-50.5% |
| Admin fee / account holder | $70 | $2,372-97.1% | $8,388-99.2% | $1,946-96.4% |