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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 | $41,863 | $65,092-35.7% | $143,799-70.9% | $66,938-37.5% |
| Participation rate | 13.1% | 65.2%-52.1pp | 80.3%-67.2pp | 69.8%-56.7pp |
| Annual return | -7.94% | -11.14%+3.2pp | -0.04%-7.9pp | 1.58%-9.5pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $594 | $2,920-79.6% | $5,638-89.5% | $4,238-86.0% |
| Admin fee / account holder | $5 | $502-98.9% | $14,677-100.0% | $594-99.1% |