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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 | $18,635 | $37,196-49.9% | $154,108-87.9% | $55,725-66.6% |
| Participation rate | 14.3% | 64.1%-49.8pp | 83.0%-68.8pp | 70.9%-56.6pp |
| Annual return | -5.70% | 1319.68%-1325.4pp | 735.21%-740.9pp | 244.93%-250.6pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $410 | $2,068-80.2% | $5,081-91.9% | $3,356-87.8% |
| Admin fee / account holder | $0 | $102-100.0% | $13,411-100.0% | $115-100.0% |