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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 | $33,714 | $52,293-35.5% | $178,503-81.1% | $73,412-54.1% |
| Participation rate | 6.2% | 65.3%-59.1pp | 81.9%-75.7pp | 72.2%-66.0pp |
| Annual return | 14.08% | 34.75%-20.7pp | 151.12%-137.0pp | 59.30%-45.2pp |
| Employer contribution / active EE | $0 | $1,736-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $424 | $2,333-81.8% | $5,202-91.8% | $3,806-88.9% |
| Admin fee / account holder | $24 | $127-81.2% | $13,987-99.8% | $158-84.8% |