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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 | $31,080 | $55,182-43.7% | $73,309-57.6% | $55,191-43.7% |
| Participation rate | 55.7% | 73.9%-18.2pp | 74.9%-19.2pp | 69.2%-13.4pp |
| Annual return | 2.17% | 8.55%-6.4pp | 5.67%-3.5pp | 10.78%-8.6pp |
| Employer contribution / active EE | $89 | $1,935-95.4% | $3,237-97.2% | $1,899-95.3% |
| Participant deferral / active EE | $6,696 | $4,641+44.3% | $4,991+34.2% | $3,046+119.8% |
| Admin fee / account holder | $7 | $68-89.2% | $5,635-99.9% | $91-91.8% |