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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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,217 | $49,451-42.9% | $79,580-64.5% | $66,938-57.8% |
| Participation rate | 50.0% | 61.3%-11.3pp | 69.5%-19.5pp | 69.8%-19.8pp |
| Annual return | -22.05% | 84.25%-106.3pp | 0.15%-22.2pp | 1.58%-23.6pp |
| Employer contribution / active EE | $832 | $1,266-34.3% | $2,413-65.5% | $2,545-67.3% |
| Participant deferral / active EE | $2,453 | $3,159-22.3% | $3,985-38.5% | $4,238-42.1% |
| Admin fee / account holder | $15 | $595-97.4% | $6,835-99.8% | $594-97.4% |