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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $29,359 | $75,832-61.3% | $147,618-80.1% | $59,633-50.8% |
| Participation rate | 28.9% | 71.6%-42.6pp | 84.6%-55.7pp | 68.7%-39.7pp |
| Annual return | -0.87% | 0.37%-1.2pp | 61.98%-62.8pp | 2041.40%-2042.3pp |
| Employer contribution / active EE | $322 | $3,485-90.8% | $5,565-94.2% | $2,203-85.4% |
| Participant deferral / active EE | $904 | $3,131-71.1% | $4,895-81.5% | $3,192-71.7% |
| Admin fee / account holder | $173 | $5,986-97.1% | $11,612-98.5% | $4,297-96.0% |