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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 | $28,615 | $34,634-17.4% | $77,081-62.9% | $64,814-55.9% |
| Participation rate | 12.1% | 49.8%-37.7pp | 67.9%-55.8pp | 71.5%-59.4pp |
| Annual return | -15.97% | -5.31%-10.7pp | 42.33%-58.3pp | 32.84%-48.8pp |
| Employer contribution / active EE | $205 | $1,385-85.2% | $2,813-92.7% | $2,507-91.8% |
| Participant deferral / active EE | $440 | $2,553-82.8% | $4,428-90.1% | $4,310-89.8% |
| Admin fee / account holder | $44 | $178-75.3% | $5,427-99.2% | $188-76.6% |