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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 | $68,831 | $37,134+85.4% | $100,671-31.6% | $52,331+31.5% |
| Participation rate | 18.6% | 57.7%-39.0pp | 70.7%-52.1pp | 68.1%-49.5pp |
| Annual return | 0.07% | 0.10%0pp | 20.43%-20.4pp | 4.54%-4.5pp |
| Employer contribution / active EE | $983 | $1,187-17.2% | $4,012-75.5% | $1,882-47.8% |
| Participant deferral / active EE | $389 | $2,163-82.0% | $3,144-87.6% | $3,022-87.1% |
| Admin fee / account holder | $94 | $467-79.8% | $4,850-98.1% | $592-84.1% |