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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 | $51,033 | $52,961-3.6% | $172,755-70.5% | $65,185-21.7% |
| Participation rate | 31.5% | 66.2%-34.7pp | 82.6%-51.2pp | 70.2%-38.7pp |
| Annual return | 17.48% | 30.12%-12.6pp | 802.94%-785.5pp | 29.38%-11.9pp |
| Employer contribution / active EE | $438 | $2,190-80.0% | $5,144-91.5% | $2,177-79.9% |
| Participant deferral / active EE | $652 | $2,471-73.6% | $5,198-87.5% | $3,514-81.4% |
| Admin fee / account holder | $8 | $472-98.4% | $13,955-99.9% | $847-99.1% |