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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $25,685 | $55,437-53.7% | $155,534-83.5% | $74,459-65.5% |
| Participation rate | 69.4% | 61.9%+7.5pp | 78.2%-8.8pp | 67.2%+2.2pp |
| Annual return | 14.32% | 269.58%-255.3pp | 64.92%-50.6pp | 1369.70%-1355.4pp |
| Employer contribution / active EE | $1,372 | $2,266-39.5% | $4,675-70.7% | $2,626-47.7% |
| Participant deferral / active EE | $612 | $2,837-78.4% | $5,630-89.1% | $4,350-85.9% |
| Admin fee / account holder | $8 | $1,742-99.5% | $15,900-99.9% | $1,945-99.6% |