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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 | $48,258 | $61,166-21.1% | $185,837-74.0% | $79,393-39.2% |
| Participation rate | 33.7% | 66.6%-32.9pp | 81.7%-48.0pp | 70.7%-37.0pp |
| Annual return | 16.06% | 19.45%-3.4pp | 122.08%-106.0pp | 116.87%-100.8pp |
| Employer contribution / active EE | $609 | $2,321-73.7% | $5,168-88.2% | $2,428-74.9% |
| Participant deferral / active EE | $1,248 | $2,789-55.2% | $5,568-77.6% | $4,046-69.2% |
| Admin fee / account holder | $0 | $710-100.0% | $16,241-100.0% | $627-100.0% |