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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $0 | $79,694-100.0% | $96,192-100.0% | $79,389-100.0% |
| Participation rate | 0.0% | 54.0%-54.0pp | 68.4%-68.4pp | 70.7%-70.7pp |
| Annual return | 6.60% | 40.84%-34.2pp | 192.09%-185.5pp | 116.89%-110.3pp |
| Employer contribution / active EE | $589 | $1,443-59.2% | $2,799-79.0% | $2,428-75.8% |
| Participant deferral / active EE | $0 | $2,539-100.0% | $4,351-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $630-100.0% | $5,539-100.0% | $626-100.0% |