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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 | $28,085 | $55,449-49.4% | $83,830-66.5% | $56,287-50.1% |
| Participation rate | 9.5% | 68.0%-58.5pp | 76.1%-66.7pp | 69.9%-60.4pp |
| Annual return | -3.71% | -1.38%-2.3pp | 850.97%-854.7pp | -9.96%+6.2pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $241 | $2,935-91.8% | $4,082-94.1% | $3,350-92.8% |
| Admin fee / account holder | $25 | $656-96.1% | $5,479-99.5% | $521-95.2% |