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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 | $15,820 | $36,916-57.1% | $156,551-89.9% | $57,658-72.6% |
| Participation rate | 38.0% | 63.4%-25.4pp | 84.0%-46.0pp | 70.2%-32.2pp |
| Annual return | 7.03% | 12.38%-5.4pp | 32.23%-25.2pp | 5.13%+1.9pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $476 | $1,926-75.3% | $4,871-90.2% | $3,061-84.5% |
| Admin fee / account holder | $0 | $82-100.0% | $13,028-100.0% | $95-100.0% |