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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 | $32,733 | $62,928-48.0% | $172,752-81.1% | $67,579-51.6% |
| Participation rate | 25.0% | 64.5%-39.5pp | 82.6%-57.6pp | 71.3%-46.3pp |
| Annual return | 18.08% | 30.36%-12.3pp | 802.97%-784.9pp | 378.56%-360.5pp |
| Employer contribution / active EE | $553 | $1,636-66.2% | $5,144-89.3% | $2,148-74.3% |
| Participant deferral / active EE | $422 | $2,145-80.3% | $5,198-91.9% | $3,539-88.1% |
| Admin fee / account holder | $161 | $167-3.5% | $13,955-98.8% | $142+13.0% |