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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 | $24,650 | $46,360-46.8% | $147,617-83.3% | $52,331-52.9% |
| Participation rate | 24.6% | 64.9%-40.4pp | 84.6%-60.1pp | 68.1%-43.5pp |
| Annual return | -1.33% | 1.62%-3.0pp | 61.98%-63.3pp | 4.54%-5.9pp |
| Employer contribution / active EE | $459 | $2,126-78.4% | $5,564-91.7% | $1,882-75.6% |
| Participant deferral / active EE | $477 | $2,258-78.9% | $4,895-90.3% | $3,022-84.2% |
| Admin fee / account holder | $0 | $766-100.0% | $11,612-100.0% | $592-100.0% |