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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 | $37,680 | $46,732-19.4% | $156,551-75.9% | $55,167-31.7% |
| Participation rate | 53.8% | 65.8%-12.0pp | 84.0%-30.2pp | 69.0%-15.2pp |
| Annual return | 7.86% | 17.72%-9.9pp | 32.23%-24.4pp | 169.23%-161.4pp |
| Employer contribution / active EE | $997 | $2,105-52.7% | $5,501-81.9% | $1,963-49.2% |
| Participant deferral / active EE | $1,210 | $2,204-45.1% | $4,871-75.2% | $3,054-60.4% |
| Admin fee / account holder | $23 | $418-94.6% | $13,028-99.8% | $504-95.5% |