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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 | $28,007 | $50,898-45.0% | $171,082-83.6% | $55,167-49.2% |
| Participation rate | 67.2% | 63.3%+4.0pp | 76.7%-9.5pp | 69.0%-1.7pp |
| Annual return | 7.80% | 15.34%-7.5pp | 32.56%-24.8pp | 169.23%-161.4pp |
| Employer contribution / active EE | $241 | $1,433-83.2% | $4,002-94.0% | $1,963-87.7% |
| Participant deferral / active EE | $1,899 | $2,994-36.6% | $4,797-60.4% | $3,054-37.8% |
| Admin fee / account holder | $1 | $500-99.8% | $8,520-100.0% | $504-99.8% |