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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 | $36,761 | $98,776-62.8% | $149,745-75.5% | $79,856-54.0% |
| Participation rate | 55.2% | 75.8%-20.6pp | 82.5%-27.3pp | 69.6%-14.5pp |
| Annual return | 25.67% | 27.38%-1.7pp | 276.72%-251.1pp | 31.71%-6.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,287 | $5,681-42.1% | $6,843-52.0% | $3,741-12.1% |
| Admin fee / account holder | $1 | $6,053-100.0% | $9,312-100.0% | $5,306-100.0% |