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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 | $17,593 | $46,732-62.4% | $156,551-88.8% | $55,167-68.1% |
| Participation rate | 23.9% | 65.8%-41.9pp | 84.0%-60.1pp | 69.0%-45.1pp |
| Annual return | 7.65% | 17.72%-10.1pp | 32.23%-24.6pp | 169.23%-161.6pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $595 | $2,204-73.0% | $4,871-87.8% | $3,054-80.5% |
| Admin fee / account holder | $18 | $418-95.7% | $13,028-99.9% | $504-96.4% |