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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 | $23,227 | $64,138-63.8% | $112,258-79.3% | $66,930-65.3% |
| Participation rate | 47.7% | 68.5%-20.8pp | 75.1%-27.4pp | 69.8%-22.2pp |
| Annual return | -13.80% | -13.81%0pp | 27.47%-41.3pp | 1.57%-15.4pp |
| Employer contribution / active EE | $311 | $3,006-89.7% | $3,636-91.4% | $2,545-87.8% |
| Participant deferral / active EE | $1,983 | $3,694-46.3% | $4,728-58.1% | $4,238-53.2% |
| Admin fee / account holder | $16 | $625-97.5% | $6,411-99.8% | $593-97.3% |