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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 | $16,240 | $52,961-69.3% | $172,752-90.6% | $65,185-75.1% |
| Participation rate | 30.6% | 66.2%-35.6pp | 82.6%-52.1pp | 70.2%-39.6pp |
| Annual return | 41.09% | 30.12%+11.0pp | 802.97%-761.9pp | 29.38%+11.7pp |
| Employer contribution / active EE | $361 | $2,190-83.5% | $5,144-93.0% | $2,177-83.4% |
| Participant deferral / active EE | $620 | $2,471-74.9% | $5,198-88.1% | $3,514-82.4% |
| Admin fee / account holder | $121 | $472-74.3% | $13,955-99.1% | $847-85.7% |