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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 | $53,976 | $69,383-22.2% | $101,271-46.7% | $73,493-26.6% |
| Participation rate | 1.5% | 68.4%-66.8pp | 75.8%-74.3pp | 70.7%-69.1pp |
| Annual return | 17.07% | 18.46%-1.4pp | 46.48%-29.4pp | 28.51%-11.4pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $408 | $3,301-87.6% | $4,371-90.7% | $3,740-89.1% |
| Admin fee / account holder | $250 | $704-64.5% | $5,948-95.8% | $513-51.3% |