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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 | $37,260 | $47,977-22.3% | $154,108-75.8% | $56,289-33.8% |
| Participation rate | 19.4% | 66.2%-46.8pp | 83.0%-63.7pp | 69.9%-50.5pp |
| Annual return | -3.44% | 3.54%-7.0pp | 735.21%-738.6pp | -9.96%+6.5pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $477 | $2,392-80.1% | $5,081-90.6% | $3,350-85.8% |
| Admin fee / account holder | $64 | $438-85.3% | $13,411-99.5% | $521-87.7% |