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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 | $29,546-5.5% | $56,441-50.5% | $77,671-64.0% |
| Participation rate | 36.1% | 32.7%+3.4pp | 52.5%-16.4pp | 70.6%-34.5pp |
| Annual return | 0.00% | 19.01%-19.0pp | 1704.21%-1704.2pp | 31.21%-31.2pp |
| Employer contribution / active EE | $3,004 | $568+428.8% | $1,039+189.1% | $2,726+10.2% |
| Participant deferral / active EE | $0 | $1,061-100.0% | $1,953-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $1,046-100.0% | $2,829-100.0% | $430-100.0% |