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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 | $19,704 | $49,255-60.0% | $70,494-72.0% | $79,856-75.3% |
| Participation rate | 22.9% | 69.2%-46.3pp | 75.1%-52.2pp | 69.6%-46.7pp |
| Annual return | 14.68% | 30.10%-15.4pp | 109.16%-94.5pp | 31.71%-17.0pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,511 | $2,768-45.4% | $3,711-59.3% | $3,741-59.6% |
| Admin fee / account holder | $0 | $2,879-100.0% | $3,848-100.0% | $5,306-100.0% |