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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 | $21,006 | $42,810-50.9% | $169,452-87.6% | $55,725-62.3% |
| Participation rate | 17.7% | 64.7%-47.0pp | 77.8%-60.0pp | 70.9%-53.1pp |
| Annual return | -4.63% | -3.61%-1.0pp | 1.83%-6.5pp | 244.93%-249.6pp |
| Employer contribution / active EE | $426 | $1,402-69.6% | $4,157-89.8% | $2,078-79.5% |
| Participant deferral / active EE | $730 | $3,141-76.8% | $5,277-86.2% | $3,356-78.3% |
| Admin fee / account holder | $19 | $106-82.6% | $9,110-99.8% | $115-83.9% |