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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,709 | $81,494-40.2% | $133,978-63.6% | $73,497-33.7% |
| Participation rate | 49.7% | 76.4%-26.7pp | 79.8%-30.2pp | 70.7%-21.0pp |
| Annual return | 21.45% | 19.40%+2.0pp | 45.10%-23.7pp | 28.51%-7.1pp |
| Employer contribution / active EE | $1,406 | $2,210-36.4% | $3,919-64.1% | $2,270-38.1% |
| Participant deferral / active EE | $2,979 | $3,787-21.3% | $5,047-41.0% | $3,740-20.3% |
| Admin fee / account holder | $0 | $713-100.0% | $8,930-100.0% | $513-100.0% |