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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 | $18,742 | $46,072-59.3% | $69,779-73.1% | $55,167-66.0% |
| Participation rate | 40.0% | 67.5%-27.5pp | 71.8%-31.8pp | 69.0%-29.0pp |
| Annual return | 7.18% | 8.68%-1.5pp | 12.99%-5.8pp | 169.23%-162.0pp |
| Employer contribution / active EE | $460 | $1,500-69.3% | $2,338-80.3% | $1,963-76.5% |
| Participant deferral / active EE | $773 | $2,344-67.0% | $2,931-73.6% | $3,054-74.7% |
| Admin fee / account holder | $11 | $428-97.3% | $4,381-99.7% | $504-97.8% |