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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 | $36,470 | $45,152-19.2% | $73,836-50.6% | $59,633-38.8% |
| Participation rate | 50.6% | 64.0%-13.4pp | 73.4%-22.8pp | 68.7%-18.0pp |
| Annual return | 2.02% | 27.40%-25.4pp | 2268.06%-2266.0pp | 2041.45%-2039.4pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,580 | $2,573+0.3% | $3,583-28.0% | $3,192-19.2% |
| Admin fee / account holder | $0 | $3,515-100.0% | $4,882-100.0% | $4,297-100.0% |