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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,981 | $42,548+19.8% | $74,549-31.6% | $56,287-9.4% |
| Participation rate | 19.2% | 60.5%-41.3pp | 69.1%-50.0pp | 69.9%-50.7pp |
| Annual return | 7.98% | 12.40%-4.4pp | 32.53%-24.6pp | -9.96%+17.9pp |
| Employer contribution / active EE | $516 | $855-39.7% | $1,961-73.7% | $2,111-75.6% |
| Participant deferral / active EE | $918 | $2,277-59.7% | $3,108-70.5% | $3,350-72.6% |
| Admin fee / account holder | $43 | $467-90.8% | $5,059-99.1% | $521-91.7% |