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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 | $19,671 | $58,888-66.6% | $178,499-89.0% | $73,493-73.2% |
| Participation rate | 36.1% | 66.2%-30.1pp | 81.9%-45.8pp | 70.7%-34.5pp |
| Annual return | 14.18% | 24.86%-10.7pp | 151.10%-136.9pp | 28.51%-14.3pp |
| Employer contribution / active EE | $346 | $2,236-84.5% | $5,011-93.1% | $2,270-84.8% |
| Participant deferral / active EE | $529 | $2,568-79.4% | $5,202-89.8% | $3,740-85.9% |
| Admin fee / account holder | $1 | $400-99.7% | $13,986-100.0% | $513-99.8% |