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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 | $15,136 | $44,229-65.8% | $155,789-90.3% | $55,191-72.6% |
| Participation rate | 20.2% | 60.8%-40.7pp | 76.1%-55.9pp | 69.2%-49.0pp |
| Annual return | 1.06% | 0.37%+0.7pp | 71.54%-70.5pp | 10.78%-9.7pp |
| Employer contribution / active EE | $353 | $1,317-73.2% | $3,839-90.8% | $1,899-81.4% |
| Participant deferral / active EE | $553 | $2,851-80.6% | $4,798-88.5% | $3,046-81.9% |
| Admin fee / account holder | $23 | $86-72.8% | $7,477-99.7% | $91-74.2% |