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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 | $21,555 | $50,637-57.4% | $86,582-75.1% | $62,293-65.4% |
| Participation rate | 19.5% | 67.9%-48.4pp | 73.5%-54.1pp | 69.5%-50.0pp |
| Annual return | 18.05% | 20.80%-2.7pp | 965.08%-947.0pp | 28.90%-10.8pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,839-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $611 | $2,611-76.6% | $3,609-83.1% | $3,169-80.7% |
| Admin fee / account holder | $24 | $413-94.2% | $4,904-99.5% | $479-95.0% |