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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 | $6,707 | $30,107-77.7% | $61,452-89.1% | $64,819-89.7% |
| Participation rate | 9.0% | 36.4%-27.4pp | 52.6%-43.6pp | 71.5%-62.5pp |
| Annual return | -17.77% | -13.99%-3.8pp | 338.96%-356.7pp | 32.84%-50.6pp |
| Employer contribution / active EE | $184 | $537-65.7% | $1,160-84.1% | $2,507-92.7% |
| Participant deferral / active EE | $265 | $1,126-76.5% | $2,125-87.5% | $4,311-93.9% |
| Admin fee / account holder | $31 | $148-79.2% | $2,131-98.6% | $188-83.6% |