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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 | $59,669 | $76,669-22.2% | $96,520-38.2% | $71,495-16.5% |
| Participation rate | 20.4% | 66.6%-46.2pp | 74.3%-54.0pp | 67.9%-47.6pp |
| Annual return | 25.08% | 48.29%-23.2pp | 35.72%-10.6pp | 28.85%-3.8pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $3,739-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,083 | $3,771-71.3% | $4,879-77.8% | $4,291-74.8% |
| Admin fee / account holder | $3 | $2,028-99.9% | $6,733-100.0% | $1,588-99.8% |