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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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $36,347 | $99,957-63.6% | $149,745-75.7% | $73,497-50.5% |
| Participation rate | 37.6% | 75.7%-38.1pp | 82.5%-44.9pp | 70.7%-33.1pp |
| Annual return | 18.34% | 53.87%-35.5pp | 276.72%-258.4pp | 28.51%-10.2pp |
| Employer contribution / active EE | $1,190 | $3,191-62.7% | $4,646-74.4% | $2,270-47.6% |
| Participant deferral / active EE | $2,373 | $6,073-60.9% | $6,843-65.3% | $3,740-36.6% |
| Admin fee / account holder | $91 | $551-83.5% | $9,312-99.0% | $513-82.3% |