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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $35,201 | $66,813-47.3% | $100,535-65.0% | $73,497-52.1% |
| Participation rate | 49.6% | 77.5%-27.9pp | 79.4%-29.9pp | 70.7%-21.1pp |
| Annual return | 26.71% | 25.70%+1.0pp | 30.90%-4.2pp | 28.51%-1.8pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,419-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6,989 | $5,883+18.8% | $6,271+11.4% | $3,740+86.9% |
| Admin fee / account holder | $41 | $512-92.0% | $8,085-99.5% | $513-92.0% |