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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 | $32,253 | $155,795-79.3% | $136,298-76.3% | $69,631-53.7% |
| Participation rate | 16.9% | 75.2%-58.4pp | 81.9%-65.0pp | 70.7%-53.8pp |
| Annual return | 16.48% | 232464.33%-232447.9pp | 5156.27%-5139.8pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,696-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $411 | $5,394-92.4% | $6,247-93.4% | $3,224-87.2% |
| Admin fee / account holder | $41 | $128-68.0% | $9,244-99.6% | $110-62.8% |