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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 | $40,719 | $52,961-23.1% | $172,752-76.4% | $65,185-37.5% |
| Participation rate | 16.4% | 66.2%-49.8pp | 82.6%-66.3pp | 70.2%-53.8pp |
| Annual return | 16.48% | 30.12%-13.6pp | 802.97%-786.5pp | 29.38%-12.9pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $482 | $2,471-80.5% | $5,198-90.7% | $3,514-86.3% |
| Admin fee / account holder | $72 | $472-84.8% | $13,955-99.5% | $847-91.5% |