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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 | $122,585-22.0% | $184,256-48.1% | $200,096-52.2% |
| Participation rate | 2.3% | 86.9%-84.6pp | 86.8%-84.5pp | 72.0%-69.7pp |
| Annual return | 14.78% | 144.12%-129.3pp | 28.85%-14.1pp | 34.26%-19.5pp |
| Employer contribution / active EE | $0 | $4,571-100.0% | $6,427-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $251 | $7,972-96.9% | $9,133-97.3% | $5,090-95.1% |
| Admin fee / account holder | $1 | $120-99.0% | $13,899-100.0% | $269-99.6% |