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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 | $14,018 | $46,332-69.7% | $143,797-90.3% | $64,824-78.4% |
| Participation rate | 7.2% | 64.2%-57.0pp | 80.3%-73.1pp | 71.5%-64.3pp |
| Annual return | 11.00% | -10.05%+21.1pp | -0.04%+11.0pp | 32.84%-21.8pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $407 | $2,647-84.6% | $5,638-92.8% | $4,311-90.6% |
| Admin fee / account holder | $27 | $154-82.7% | $14,679-99.8% | $188-85.8% |