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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $34,980 | $59,191-40.9% | $76,767-54.4% | $56,289-37.9% |
| Participation rate | 60.2% | 75.2%-15.1pp | 77.0%-16.8pp | 69.9%-9.7pp |
| Annual return | -5.46% | 6.62%-12.1pp | 2.43%-7.9pp | -9.96%+4.5pp |
| Employer contribution / active EE | $183 | $1,759-89.6% | $2,485-92.6% | $2,111-91.3% |
| Participant deferral / active EE | $2,452 | $3,255-24.7% | $3,852-36.3% | $3,350-26.8% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |