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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 | $22,902 | $73,102-68.7% | $123,549-81.5% | $56,287-59.3% |
| Participation rate | 14.6% | 74.3%-59.7pp | 82.3%-67.7pp | 69.9%-55.3pp |
| Annual return | -6.71% | 3.01%-9.7pp | 119.20%-125.9pp | -9.96%+3.2pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $848 | $5,423-84.4% | $6,426-86.8% | $3,350-74.7% |
| Admin fee / account holder | $31 | $554-94.4% | $9,284-99.7% | $521-94.1% |