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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 | $49,166 | $36,916+33.2% | $156,551-68.6% | $57,658-14.7% |
| Participation rate | 11.2% | 63.4%-52.2pp | 84.0%-72.8pp | 70.2%-59.0pp |
| Annual return | 9.01% | 12.38%-3.4pp | 32.23%-23.2pp | 5.13%+3.9pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $491 | $1,926-74.5% | $4,871-89.9% | $3,061-84.0% |
| Admin fee / account holder | $5 | $82-94.1% | $13,028-100.0% | $95-94.8% |