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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 | $50,071 | $61,166-18.1% | $185,849-73.1% | $79,391-36.9% |
| Participation rate | 14.2% | 66.6%-52.4pp | 81.7%-67.5pp | 70.7%-56.5pp |
| Annual return | 12.53% | 19.45%-6.9pp | 122.10%-109.6pp | 116.88%-104.3pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,169-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $516 | $2,789-81.5% | $5,569-90.7% | $4,046-87.3% |
| Admin fee / account holder | $4 | $710-99.5% | $16,244-100.0% | $627-99.4% |