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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 | $7,260 | $65,434-88.9% | $98,483-92.6% | $85,847-91.5% |
| Participation rate | 61.2% | 65.0%-3.8pp | 73.3%-12.2pp | 69.3%-8.1pp |
| Annual return | 16.19% | 21.75%-5.6pp | 1494.38%-1478.2pp | 318.61%-302.4pp |
| Employer contribution / active EE | $298 | $2,169-86.3% | $2,961-89.9% | $2,565-88.4% |
| Participant deferral / active EE | $1,024 | $3,168-67.7% | $4,276-76.1% | $3,952-74.1% |
| Admin fee / account holder | $76 | $4,595-98.4% | $5,953-98.7% | $6,261-98.8% |