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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $32,101 | $46,360-30.8% | $147,617-78.3% | $52,331-38.7% |
| Participation rate | 22.0% | 64.9%-43.0pp | 84.6%-62.7pp | 68.1%-46.2pp |
| Annual return | -2.61% | 1.62%-4.2pp | 61.98%-64.6pp | 4.54%-7.1pp |
| Employer contribution / active EE | $588 | $2,126-72.3% | $5,564-89.4% | $1,882-68.7% |
| Participant deferral / active EE | $785 | $2,258-65.2% | $4,895-84.0% | $3,022-74.0% |
| Admin fee / account holder | $18 | $766-97.7% | $11,612-99.8% | $592-97.0% |