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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $16,168 | $36,916-56.2% | $156,551-89.7% | $57,658-72.0% |
| Participation rate | 45.2% | 63.4%-18.2pp | 84.0%-38.8pp | 70.2%-25.0pp |
| Annual return | 1.51% | 12.38%-10.9pp | 32.23%-30.7pp | 5.13%-3.6pp |
| Employer contribution / active EE | $360 | $1,571-77.1% | $5,501-93.5% | $1,974-81.7% |
| Participant deferral / active EE | $679 | $1,926-64.8% | $4,871-86.1% | $3,061-77.8% |
| Admin fee / account holder | $6 | $82-93.2% | $13,028-100.0% | $95-94.0% |