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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 | $35,958 | $88,137-59.2% | $164,975-78.2% | $74,429-51.7% |
| Participation rate | 53.8% | 73.1%-19.3pp | 78.6%-24.8pp | 67.2%-13.4pp |
| Annual return | 19.66% | 17.13%+2.5pp | 70.12%-50.5pp | 1368.38%-1348.7pp |
| Employer contribution / active EE | $1,475 | $2,597-43.2% | $4,343-66.0% | $2,625-43.8% |
| Participant deferral / active EE | $3,083 | $4,501-31.5% | $6,033-48.9% | $4,348-29.1% |
| Admin fee / account holder | $15 | $2,231-99.3% | $12,688-99.9% | $1,944-99.3% |