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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 | $64,240 | $52,884+21.5% | $84,753-24.2% | $55,167+16.4% |
| Participation rate | 11.3% | 67.5%-56.2pp | 76.6%-65.3pp | 69.0%-57.7pp |
| Annual return | 6.79% | 18.03%-11.2pp | 22.78%-16.0pp | 169.23%-162.4pp |
| Employer contribution / active EE | $472 | $2,233-78.8% | $3,574-86.8% | $1,963-75.9% |
| Participant deferral / active EE | $849 | $2,644-67.9% | $3,712-77.1% | $3,054-72.2% |
| Admin fee / account holder | $0 | $581-100.0% | $5,333-100.0% | $504-100.0% |