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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $15,024 | $46,732-67.9% | $156,551-90.4% | $55,167-72.8% |
| Participation rate | 65.0% | 65.8%-0.8pp | 84.0%-19.0pp | 69.0%-4.0pp |
| Annual return | 2.97% | 17.72%-14.7pp | 32.23%-29.3pp | 169.23%-166.3pp |
| Employer contribution / active EE | $625 | $2,105-70.3% | $5,501-88.6% | $1,963-68.2% |
| Participant deferral / active EE | $1,100 | $2,204-50.1% | $4,871-77.4% | $3,054-64.0% |
| Admin fee / account holder | $1 | $418-99.8% | $13,028-100.0% | $504-99.8% |