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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 | $47,205 | $65,376-27.8% | $87,104-45.8% | $65,185-27.6% |
| Participation rate | 41.5% | 75.3%-33.9pp | 76.9%-35.4pp | 70.2%-28.8pp |
| Annual return | 18.49% | 31.27%-12.8pp | 28.19%-9.7pp | 29.38%-10.9pp |
| Employer contribution / active EE | $1,052 | $1,822-42.3% | $2,521-58.3% | $2,177-51.7% |
| Participant deferral / active EE | $1,442 | $3,388-57.4% | $4,048-64.4% | $3,514-59.0% |
| Admin fee / account holder | $0 | $520-100.0% | $7,491-100.0% | $847-100.0% |