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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 | $108,750 | $70,418+54.4% | $96,570+12.6% | $85,847+26.7% |
| Participation rate | 26.2% | 61.8%-35.6pp | 69.8%-43.6pp | 69.3%-43.1pp |
| Annual return | 15.06% | 18.59%-3.5pp | 37.79%-22.7pp | 318.61%-303.5pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,576 | $2,894-45.6% | $3,849-59.1% | $3,952-60.1% |
| Admin fee / account holder | $0 | $4,995-100.0% | $6,182-100.0% | $6,261-100.0% |