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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 | $76,524 | $84,482-9.4% | $125,363-39.0% | $66,930+14.3% |
| Participation rate | 15.0% | 76.4%-61.4pp | 82.4%-67.3pp | 69.8%-54.8pp |
| Annual return | -5.92% | -8.49%+2.6pp | 572.15%-578.1pp | 1.57%-7.5pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,187 | $6,782-67.8% | $7,447-70.6% | $4,238-48.4% |
| Admin fee / account holder | $15 | $685-97.8% | $10,005-99.8% | $593-97.5% |