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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,401 | $55,453-30.8% | $170,435-77.5% | $62,293-38.4% |
| Participation rate | 29.6% | 66.4%-36.8pp | 83.6%-54.0pp | 69.5%-39.9pp |
| Annual return | 17.73% | 21.38%-3.6pp | 205.94%-188.2pp | 28.90%-11.2pp |
| Employer contribution / active EE | $651 | $2,164-69.9% | $5,432-88.0% | $2,042-68.1% |
| Participant deferral / active EE | $834 | $2,303-63.8% | $4,939-83.1% | $3,169-73.7% |
| Admin fee / account holder | $29 | $455-93.7% | $13,881-99.8% | $479-94.0% |