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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 | $23,346 | $61,172-61.8% | $185,851-87.4% | $79,389-70.6% |
| Participation rate | 61.8% | 66.6%-4.8pp | 81.7%-19.9pp | 70.7%-8.9pp |
| Annual return | 20.61% | 19.45%+1.2pp | 122.11%-101.5pp | 116.89%-96.3pp |
| Employer contribution / active EE | $1,021 | $2,321-56.0% | $5,168-80.2% | $2,428-57.9% |
| Participant deferral / active EE | $584 | $2,788-79.1% | $5,569-89.5% | $4,046-85.6% |
| Admin fee / account holder | $5 | $710-99.2% | $16,245-100.0% | $626-99.1% |