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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 | $26,245 | $79,694-67.1% | $96,192-72.7% | $79,389-66.9% |
| Participation rate | 16.0% | 54.0%-38.0pp | 68.4%-52.5pp | 70.7%-54.8pp |
| Annual return | 15.46% | 40.84%-25.4pp | 192.09%-176.6pp | 116.89%-101.4pp |
| Employer contribution / active EE | $344 | $1,443-76.1% | $2,799-87.7% | $2,428-85.8% |
| Participant deferral / active EE | $576 | $2,539-77.3% | $4,351-86.8% | $4,046-85.8% |
| Admin fee / account holder | $39 | $630-93.8% | $5,539-99.3% | $626-93.8% |