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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 | $14,978 | $52,884-71.7% | $84,753-82.3% | $55,167-72.8% |
| Participation rate | 51.5% | 67.5%-16.0pp | 76.6%-25.1pp | 69.0%-17.5pp |
| Annual return | 7.63% | 18.03%-10.4pp | 22.78%-15.2pp | 169.23%-161.6pp |
| Employer contribution / active EE | $629 | $2,233-71.8% | $3,574-82.4% | $1,963-68.0% |
| Participant deferral / active EE | $1,912 | $2,644-27.7% | $3,712-48.5% | $3,054-37.4% |
| Admin fee / account holder | $2 | $581-99.6% | $5,333-100.0% | $504-99.6% |