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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 | $32,631 | $80,753-59.6% | $136,298-76.1% | $62,293-47.6% |
| Participation rate | 26.9% | 73.5%-46.6pp | 81.9%-55.0pp | 69.5%-42.6pp |
| Annual return | 22.48% | 35.83%-13.3pp | 5156.27%-5133.8pp | 28.90%-6.4pp |
| Employer contribution / active EE | $929 | $2,884-67.8% | $4,696-80.2% | $2,042-54.5% |
| Participant deferral / active EE | $1,637 | $5,164-68.3% | $6,247-73.8% | $3,169-48.4% |
| Admin fee / account holder | $7 | $525-98.7% | $9,244-99.9% | $479-98.5% |