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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,016 | $46,360-24.5% | $147,617-76.3% | $52,331-33.1% |
| Participation rate | 65.2% | 64.9%+0.3pp | 84.6%-19.4pp | 68.1%-2.9pp |
| Annual return | -0.11% | 1.62%-1.7pp | 61.98%-62.1pp | 4.54%-4.7pp |
| Employer contribution / active EE | $789 | $2,126-62.9% | $5,564-85.8% | $1,882-58.1% |
| Participant deferral / active EE | $993 | $2,258-56.0% | $4,895-79.7% | $3,022-67.1% |
| Admin fee / account holder | $23 | $766-97.1% | $11,612-99.8% | $592-96.2% |