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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 | $35,938 | $48,064-25.2% | $78,778-54.4% | $69,631-48.4% |
| Participation rate | 23.2% | 61.6%-38.4pp | 69.2%-46.0pp | 70.7%-47.5pp |
| Annual return | 17.67% | 21.81%-4.1pp | 35.62%-18.0pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $0 | $744-100.0% | $1,986-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $651 | $2,079-68.7% | $2,958-78.0% | $3,224-79.8% |
| Admin fee / account holder | $0 | $152-100.0% | $5,134-100.0% | $110-100.0% |