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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,221 | $46,360-67.2% | $147,617-89.7% | $52,331-70.9% |
| Participation rate | 23.7% | 64.9%-41.2pp | 84.6%-60.9pp | 68.1%-44.4pp |
| Annual return | -1.01% | 1.62%-2.6pp | 61.98%-63.0pp | 4.54%-5.6pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $552 | $2,258-75.5% | $4,895-88.7% | $3,022-81.7% |
| Admin fee / account holder | $20 | $766-97.4% | $11,612-99.8% | $592-96.7% |