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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 | $12,816 | $47,180-72.8% | $149,723-91.4% | $74,473-82.8% |
| Participation rate | 46.1% | 63.4%-17.3pp | 78.8%-32.7pp | 70.7%-24.7pp |
| Annual return | 24.25% | 22.75%+1.5pp | 134.50%-110.2pp | 34.36%-10.1pp |
| Employer contribution / active EE | $421 | $1,907-77.9% | $4,821-91.3% | $2,638-84.0% |
| Participant deferral / active EE | $1,993 | $2,730-27.0% | $5,682-64.9% | $4,530-56.0% |
| Admin fee / account holder | $126 | $343-63.4% | $13,215-99.0% | $347-63.8% |