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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $20,644 | $65,582-68.5% | $64,101-67.8% | $71,511-71.1% |
| Participation rate | 52.6% | 73.2%-20.6pp | 72.3%-19.7pp | 67.9%-15.3pp |
| Annual return | 16.90% | 18.96%-2.1pp | 33.72%-16.8pp | 28.86%-12.0pp |
| Employer contribution / active EE | $632 | $2,671-76.4% | $2,749-77.0% | $2,589-75.6% |
| Participant deferral / active EE | $1,267 | $3,628-65.1% | $3,881-67.4% | $4,291-70.5% |
| Admin fee / account holder | $0 | $616-100.0% | $3,070-100.0% | $1,588-100.0% |