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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $26,013 | $43,423-40.1% | $78,676-66.9% | $55,167-52.8% |
| Participation rate | 49.3% | 68.0%-18.8pp | 73.6%-24.3pp | 69.0%-19.7pp |
| Annual return | 4.84% | 11.53%-6.7pp | 62.19%-57.3pp | 169.23%-164.4pp |
| Employer contribution / active EE | $373 | $1,997-81.3% | $2,850-86.9% | $1,963-81.0% |
| Participant deferral / active EE | $1,085 | $2,509-56.7% | $3,517-69.1% | $3,054-64.5% |
| Admin fee / account holder | $27 | $416-93.6% | $4,510-99.4% | $504-94.7% |