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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 | $21,680 | $41,467-47.7% | $67,313-67.8% | $55,725-61.1% |
| Participation rate | 20.9% | 62.5%-41.6pp | 69.1%-48.2pp | 70.9%-50.0pp |
| Annual return | -3.57% | 0.82%-4.4pp | -4.08%+0.5pp | 244.93%-248.5pp |
| Employer contribution / active EE | $276 | $1,316-79.1% | $2,566-89.3% | $2,078-86.7% |
| Participant deferral / active EE | $731 | $2,399-69.5% | $3,568-79.5% | $3,356-78.2% |
| Admin fee / account holder | $4 | $102-96.1% | $4,507-99.9% | $115-96.6% |