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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 | $47,767 | $100,801-52.6% | $149,730-68.1% | $73,412-34.9% |
| Participation rate | 63.4% | 77.7%-14.3pp | 82.5%-19.1pp | 72.2%-8.8pp |
| Annual return | 19.48% | 265.34%-245.9pp | 276.70%-257.2pp | 59.30%-39.8pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,645-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,210 | $6,404-65.5% | $6,843-67.7% | $3,806-41.9% |
| Admin fee / account holder | $38 | $181-79.2% | $9,310-99.6% | $158-76.2% |