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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 | $27,586 | $55,636-50.4% | $81,988-66.4% | $73,493-62.5% |
| Participation rate | 38.5% | 62.3%-23.8pp | 69.3%-30.7pp | 70.7%-32.2pp |
| Annual return | 12.68% | 19.07%-6.4pp | 41.31%-28.6pp | 28.51%-15.8pp |
| Employer contribution / active EE | $443 | $1,625-72.7% | $2,498-82.3% | $2,270-80.5% |
| Participant deferral / active EE | $914 | $2,762-66.9% | $3,722-75.4% | $3,740-75.6% |
| Admin fee / account holder | $19 | $493-96.1% | $5,665-99.7% | $513-96.3% |