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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,277 | $46,360-51.9% | $147,617-84.9% | $52,331-57.4% |
| Participation rate | 61.5% | 64.9%-3.4pp | 84.6%-23.1pp | 68.1%-6.6pp |
| Annual return | 3.23% | 1.62%+1.6pp | 61.98%-58.8pp | 4.54%-1.3pp |
| Employer contribution / active EE | $450 | $2,126-78.8% | $5,564-91.9% | $1,882-76.1% |
| Participant deferral / active EE | $1,660 | $2,258-26.5% | $4,895-66.1% | $3,022-45.1% |
| Admin fee / account holder | $6 | $766-99.2% | $11,612-99.9% | $592-99.0% |