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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 | $20,125 | $43,550-53.8% | $63,244-68.2% | $52,331-61.5% |
| Participation rate | 43.0% | 65.7%-22.7pp | 71.0%-28.1pp | 68.1%-25.1pp |
| Annual return | -0.65% | 2.03%-2.7pp | -70.31%+69.7pp | 4.54%-5.2pp |
| Employer contribution / active EE | $466 | $1,351-65.5% | $2,322-79.9% | $1,882-75.2% |
| Participant deferral / active EE | $752 | $2,254-66.7% | $2,953-74.6% | $3,022-75.1% |
| Admin fee / account holder | $7 | $387-98.2% | $5,893-99.9% | $592-98.8% |