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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $24,969 | $42,396-41.1% | $67,313-62.9% | $56,287-55.6% |
| Participation rate | 55.8% | 61.0%-5.2pp | 69.1%-13.3pp | 69.9%-14.0pp |
| Annual return | -2.04% | -36.63%+34.6pp | -4.08%+2.0pp | -9.96%+7.9pp |
| Employer contribution / active EE | $222 | $1,414-84.3% | $2,566-91.3% | $2,111-89.5% |
| Participant deferral / active EE | $1,165 | $2,360-50.6% | $3,568-67.3% | $3,350-65.2% |
| Admin fee / account holder | $275 | $510-46.0% | $4,507-93.9% | $521-47.1% |