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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 | $37,781 | $52,967-28.7% | $172,753-78.1% | $65,186-42.0% |
| Participation rate | 60.2% | 66.2%-6.0pp | 82.6%-22.5pp | 70.2%-10.0pp |
| Annual return | 25.83% | 30.12%-4.3pp | 803.00%-777.2pp | 29.39%-3.6pp |
| Employer contribution / active EE | $1,037 | $2,190-52.7% | $5,144-79.8% | $2,177-52.4% |
| Participant deferral / active EE | $2,959 | $2,471+19.7% | $5,198-43.1% | $3,514-15.8% |
| Admin fee / account holder | $7 | $472-98.5% | $13,956-99.9% | $847-99.1% |