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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 | $23,716 | $31,424-24.5% | $81,473-70.9% | $69,631-65.9% |
| Participation rate | 8.6% | 50.8%-42.2pp | 68.0%-59.3pp | 70.7%-62.1pp |
| Annual return | 17.07% | 22.44%-5.4pp | 38.78%-21.7pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $175 | $1,029-83.0% | $2,568-93.2% | $2,032-91.4% |
| Participant deferral / active EE | $269 | $1,838-85.4% | $3,537-92.4% | $3,224-91.7% |
| Admin fee / account holder | $45 | $103-55.7% | $4,561-99.0% | $110-58.8% |