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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,054 | $37,196-40.7% | $154,111-85.7% | $55,725-60.4% |
| Participation rate | 66.8% | 64.1%+2.7pp | 83.0%-16.3pp | 70.9%-4.1pp |
| Annual return | 14.83% | 1319.68%-1304.9pp | 735.18%-720.4pp | 244.93%-230.1pp |
| Employer contribution / active EE | $614 | $1,614-62.0% | $5,298-88.4% | $2,078-70.5% |
| Participant deferral / active EE | $978 | $2,068-52.7% | $5,081-80.8% | $3,356-70.9% |
| Admin fee / account holder | $6 | $102-94.5% | $13,411-100.0% | $115-95.2% |