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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 | $82,365 | $56,540+45.7% | $185,851-55.7% | $86,821-5.1% |
| Participation rate | 11.4% | 65.5%-54.1pp | 81.7%-70.3pp | 72.3%-60.9pp |
| Annual return | 16.92% | 118.20%-101.3pp | 122.11%-105.2pp | 97.94%-81.0pp |
| Employer contribution / active EE | $0 | $1,844-100.0% | $5,168-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $605 | $2,555-76.3% | $5,569-89.1% | $4,132-85.3% |
| Admin fee / account holder | $5 | $150-96.4% | $16,245-100.0% | $170-96.8% |