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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.
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 | $10,576 | $50,898-79.2% | $171,082-93.8% | $55,167-80.8% |
| Participation rate | 55.9% | 63.3%-7.3pp | 76.7%-20.8pp | 69.0%-13.1pp |
| Annual return | 6.61% | 15.34%-8.7pp | 32.56%-25.9pp | 169.23%-162.6pp |
| Employer contribution / active EE | $311 | $1,433-78.3% | $4,002-92.2% | $1,963-84.2% |
| Participant deferral / active EE | $1,252 | $2,994-58.2% | $4,797-73.9% | $3,054-59.0% |
| Admin fee / account holder | $1 | $500-99.8% | $8,520-100.0% | $504-99.8% |