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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 | $37,956 | $78,027-51.4% | $178,528-78.7% | $80,925-53.1% |
| Participation rate | 61.4% | 65.7%-4.3pp | 77.1%-15.7pp | 67.7%-6.3pp |
| Annual return | 12.65% | 18.09%-5.4pp | 27.11%-14.5pp | 35.65%-23.0pp |
| Employer contribution / active EE | $280 | $2,281-87.7% | $3,950-92.9% | $2,756-89.9% |
| Participant deferral / active EE | $4,624 | $4,408+4.9% | $6,278-26.3% | $4,299+7.6% |
| Admin fee / account holder | $121 | $7,168-98.3% | $10,419-98.8% | $6,940-98.3% |