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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 | $27,929 | $29,507-5.3% | $56,025-50.1% | $77,762-64.1% |
| Participation rate | 36.1% | 32.7%+3.4pp | 52.5%-16.4pp | 70.6%-34.5pp |
| Annual return | 0.00% | 18.90%-18.9pp | 1712.69%-1712.7pp | 31.27%-31.3pp |
| Employer contribution / active EE | $3,004 | $570+427.3% | $1,042+188.4% | $2,728+10.1% |
| Participant deferral / active EE | $0 | $1,062-100.0% | $1,955-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $1,041-100.0% | $2,828-100.0% | $433-100.0% |