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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 | $102,449 | $43,133+137.5% | $89,435+14.6% | $73,497+39.4% |
| Participation rate | 36.0% | 55.0%-19.0pp | 68.0%-32.0pp | 70.7%-34.7pp |
| Annual return | 28.82% | 135.66%-106.8pp | 245.55%-216.7pp | 28.51%+0.3pp |
| Employer contribution / active EE | $0 | $1,438-100.0% | $2,587-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $5,006 | $2,445+104.8% | $3,890+28.7% | $3,740+33.9% |
| Admin fee / account holder | $8 | $444-98.3% | $4,884-99.8% | $513-98.5% |