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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 | $95,644 | $122,596-22.0% | $184,243-48.1% | $199,921-52.2% |
| Participation rate | 2.3% | 86.9%-84.6pp | 86.8%-84.5pp | 72.0%-69.7pp |
| Annual return | 14.78% | 144.14%-129.4pp | 28.82%-14.0pp | 34.28%-19.5pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $6,427-100.0% | $3,035-100.0% |
| Participant deferral / active EE | $251 | $7,972-96.9% | $9,132-97.3% | $5,089-95.1% |
| Admin fee / account holder | $1 | $120-99.1% | $13,914-100.0% | $269-99.6% |