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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 | $39,082 | $77,638-49.7% | $156,551-75.0% | $62,881-37.8% |
| Participation rate | 42.7% | 71.2%-28.5pp | 84.0%-41.3pp | 69.3%-26.6pp |
| Annual return | 6.91% | 50.33%-43.4pp | 32.23%-25.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,142 | $3,046-29.7% | $4,871-56.0% | $3,203-33.1% |
| Admin fee / account holder | $56 | $5,561-99.0% | $13,028-99.6% | $4,296-98.7% |