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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 | $31,676 | $47,977-34.0% | $154,108-79.4% | $56,289-43.7% |
| Participation rate | 14.4% | 66.2%-51.8pp | 83.0%-68.7pp | 69.9%-55.5pp |
| Annual return | 11.36% | 3.54%+7.8pp | 735.21%-723.8pp | -9.96%+21.3pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $908 | $2,392-62.1% | $5,081-82.1% | $3,350-72.9% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |