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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,823 | $32,425+29.0% | $74,577-43.9% | $55,167-24.2% |
| Participation rate | 23.6% | 54.0%-30.4pp | 68.1%-44.5pp | 69.0%-45.4pp |
| Annual return | 7.40% | 10.63%-3.2pp | 20.47%-13.1pp | 169.23%-161.8pp |
| Employer contribution / active EE | $0 | $1,043-100.0% | $2,525-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,926 | $1,995+46.7% | $3,458-15.4% | $3,054-4.2% |
| Admin fee / account holder | $4 | $748-99.4% | $4,138-99.9% | $504-99.2% |