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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 | $31,425 | $79,209-60.3% | $102,434-69.3% | $74,459-57.8% |
| Participation rate | 63.5% | 74.8%-11.3pp | 76.5%-13.0pp | 67.2%-3.7pp |
| Annual return | 12.44% | 54.98%-42.5pp | 29.46%-17.0pp | 1369.70%-1357.3pp |
| Employer contribution / active EE | $981 | $2,362-58.5% | $3,023-67.6% | $2,626-62.7% |
| Participant deferral / active EE | $2,929 | $4,417-33.7% | $5,055-42.0% | $4,350-32.7% |
| Admin fee / account holder | $16 | $2,002-99.2% | $9,462-99.8% | $1,945-99.2% |