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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 | $12,383 | $46,325-73.3% | $143,788-91.4% | $64,814-80.9% |
| Participation rate | 20.8% | 64.2%-43.4pp | 80.3%-59.5pp | 71.5%-50.6pp |
| Annual return | -0.74% | -10.05%+9.3pp | -0.03%-0.7pp | 32.84%-33.6pp |
| Employer contribution / active EE | $962 | $1,911-49.7% | $4,952-80.6% | $2,507-61.6% |
| Participant deferral / active EE | $1,702 | $2,647-35.7% | $5,638-69.8% | $4,310-60.5% |
| Admin fee / account holder | $34 | $154-78.0% | $14,675-99.8% | $188-82.0% |