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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,685 | $47,977+5.6% | $154,111-67.1% | $56,287-10.0% |
| Participation rate | 38.7% | 66.2%-27.5pp | 83.0%-44.4pp | 69.9%-31.2pp |
| Annual return | -3.50% | 3.54%-7.0pp | 735.18%-738.7pp | -9.96%+6.5pp |
| Employer contribution / active EE | $776 | $2,169-64.2% | $5,298-85.4% | $2,111-63.3% |
| Participant deferral / active EE | $1,766 | $2,392-26.2% | $5,081-65.2% | $3,350-47.3% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |