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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 | $37,819 | $46,297-18.3% | $71,671-47.2% | $62,293-39.3% |
| Participation rate | 23.0% | 60.6%-37.6pp | 68.7%-45.7pp | 69.5%-46.5pp |
| Annual return | 17.89% | 22.32%-4.4pp | 20.65%-2.8pp | 28.90%-11.0pp |
| Employer contribution / active EE | $0 | $1,412-100.0% | $2,460-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $790 | $2,235-64.6% | $3,438-77.0% | $3,169-75.1% |
| Admin fee / account holder | $0 | $461-100.0% | $5,558-100.0% | $479-100.0% |