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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $32,104 | $62,132-48.3% | $185,835-82.7% | $73,493-56.3% |
| Participation rate | 38.5% | 67.8%-29.3pp | 78.0%-39.5pp | 70.7%-32.2pp |
| Annual return | 22.71% | 20.44%+2.3pp | 35.96%-13.2pp | 28.51%-5.8pp |
| Employer contribution / active EE | $1,014 | $1,681-39.7% | $4,087-75.2% | $2,270-55.3% |
| Participant deferral / active EE | $2,178 | $3,711-41.3% | $5,633-61.3% | $3,740-41.8% |
| Admin fee / account holder | $72 | $419-82.7% | $9,502-99.2% | $513-85.9% |