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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,646 | $44,873-25.0% | $79,466-57.7% | $56,287-40.2% |
| Participation rate | 49.7% | 68.7%-19.1pp | 73.3%-23.7pp | 69.9%-20.2pp |
| Annual return | 0.93% | 0.81%+0.1pp | 718.28%-717.4pp | -9.96%+10.9pp |
| Employer contribution / active EE | $403 | $2,140-81.2% | $2,800-85.6% | $2,111-80.9% |
| Participant deferral / active EE | $1,228 | $2,746-55.3% | $3,704-66.8% | $3,350-63.3% |
| Admin fee / account holder | $33 | $418-92.1% | $5,104-99.4% | $521-93.6% |