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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 | $30,382 | $46,464-34.6% | $150,298-79.8% | $79,634-61.8% |
| Participation rate | 24.6% | 57.0%-32.4pp | 77.8%-53.2pp | 62.5%-37.9pp |
| Annual return | 18.82% | 27.89%-9.1pp | 62.79%-44.0pp | 36.46%-17.6pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $530 | $2,157-75.4% | $5,453-90.3% | $3,835-86.2% |
| Admin fee / account holder | $6 | $891-99.4% | $14,116-100.0% | $1,002-99.4% |