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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 | $18,440 | $85,171-78.3% | $172,752-89.3% | $72,975-74.7% |
| Participation rate | 48.4% | 70.1%-21.7pp | 82.6%-34.3pp | 69.5%-21.1pp |
| Annual return | 18.75% | 27.32%-8.6pp | 802.97%-784.2pp | 81.01%-62.3pp |
| Employer contribution / active EE | $601 | $3,324-81.9% | $5,144-88.3% | $2,440-75.4% |
| Participant deferral / active EE | $891 | $3,260-72.7% | $5,198-82.9% | $3,608-75.3% |
| Admin fee / account holder | $18 | $5,880-99.7% | $13,955-99.9% | $5,124-99.6% |