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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 | $22,081 | $53,837-59.0% | $75,714-70.8% | $85,847-74.3% |
| Participation rate | 22.6% | 69.1%-46.4pp | 74.8%-52.2pp | 69.3%-46.7pp |
| Annual return | 13.80% | 24.54%-10.7pp | 104.62%-90.8pp | 318.61%-304.8pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,744-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,162 | $2,895-59.9% | $3,820-69.6% | $3,952-70.6% |
| Admin fee / account holder | $0 | $3,339-100.0% | $3,619-100.0% | $6,261-100.0% |