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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $30,356 | $85,766-64.6% | $136,297-77.7% | $70,131-56.7% |
| Participation rate | 68.4% | 74.2%-5.7pp | 81.9%-13.5pp | 69.5%-1.1pp |
| Annual return | 16.02% | 31.45%-15.4pp | 5156.16%-5140.1pp | 73.14%-57.1pp |
| Employer contribution / active EE | $375 | $2,966-87.3% | $4,696-92.0% | $2,342-84.0% |
| Participant deferral / active EE | $2,902 | $5,051-42.6% | $6,247-53.5% | $3,332-12.9% |
| Admin fee / account holder | $75 | $5,420-98.6% | $9,244-99.2% | $4,645-98.4% |