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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 | $31,297 | $55,453-43.6% | $170,435-81.6% | $62,293-49.8% |
| Participation rate | 61.2% | 66.4%-5.2pp | 83.6%-22.4pp | 69.5%-8.4pp |
| Annual return | 14.63% | 21.38%-6.7pp | 205.94%-191.3pp | 28.90%-14.3pp |
| Employer contribution / active EE | $731 | $2,164-66.2% | $5,432-86.6% | $2,042-64.2% |
| Participant deferral / active EE | $1,684 | $2,303-26.9% | $4,939-65.9% | $3,169-46.9% |
| Admin fee / account holder | $24 | $455-94.8% | $13,881-99.8% | $479-95.1% |