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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 | $21,455 | $49,471-56.6% | $79,583-73.0% | $66,949-68.0% |
| Participation rate | 16.4% | 61.4%-45.0pp | 69.5%-53.1pp | 69.8%-53.4pp |
| Annual return | -16.78% | 84.30%-101.1pp | 0.16%-16.9pp | 1.57%-18.3pp |
| Employer contribution / active EE | $472 | $1,266-62.7% | $2,414-80.4% | $2,545-81.5% |
| Participant deferral / active EE | $875 | $3,160-72.3% | $3,986-78.1% | $4,239-79.4% |
| Admin fee / account holder | $122 | $595-79.5% | $6,835-98.2% | $594-79.5% |