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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 | $80,826 | $65,092+24.2% | $143,799-43.8% | $66,938+20.7% |
| Participation rate | 32.5% | 65.2%-32.7pp | 80.3%-47.8pp | 69.8%-37.3pp |
| Annual return | -10.32% | -11.14%+0.8pp | -0.04%-10.3pp | 1.58%-11.9pp |
| Employer contribution / active EE | $456 | $2,362-80.7% | $4,952-90.8% | $2,545-82.1% |
| Participant deferral / active EE | $923 | $2,920-68.4% | $5,638-83.6% | $4,238-78.2% |
| Admin fee / account holder | $17 | $502-96.6% | $14,677-99.9% | $594-97.1% |