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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 | $75,322 | $38,365+96.3% | $84,637-11.0% | $65,186+15.5% |
| Participation rate | 36.2% | 55.7%-19.5pp | 68.2%-32.0pp | 70.2%-34.0pp |
| Annual return | 26.31% | 32.00%-5.7pp | 258.82%-232.5pp | 29.39%-3.1pp |
| Employer contribution / active EE | $0 | $1,258-100.0% | $2,653-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $5,159 | $2,278+126.4% | $3,900+32.3% | $3,514+46.8% |
| Admin fee / account holder | $9 | $451-97.9% | $4,914-99.8% | $847-98.9% |