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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 | $47,267 | $61,356-23.0% | $149,696-68.4% | $71,511-33.9% |
| Participation rate | 37.1% | 62.5%-25.4pp | 78.8%-41.7pp | 67.9%-30.8pp |
| Annual return | 20.45% | 35.86%-15.4pp | 134.46%-114.0pp | 28.86%-8.4pp |
| Employer contribution / active EE | $653 | $2,382-72.6% | $4,821-86.5% | $2,589-74.8% |
| Participant deferral / active EE | $1,209 | $2,920-58.6% | $5,682-78.7% | $4,291-71.8% |
| Admin fee / account holder | $2 | $1,263-99.8% | $13,212-100.0% | $1,588-99.8% |