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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 | $11,273 | $41,016-72.5% | $152,093-92.6% | $64,097-82.4% |
| Participation rate | 63.5% | 51.3%+12.1pp | 77.8%-14.3pp | 55.2%+8.3pp |
| Annual return | 13.90% | 39.60%-25.7pp | 66.36%-52.5pp | 34.64%-20.7pp |
| Employer contribution / active EE | $393 | $1,342-70.7% | $4,175-90.6% | $1,891-79.2% |
| Participant deferral / active EE | $567 | $1,927-70.6% | $5,451-89.6% | $3,080-81.6% |
| Admin fee / account holder | $15 | $2,305-99.4% | $14,497-99.9% | $3,454-99.6% |