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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 | $32,549 | $66,319-50.9% | $93,621-65.2% | $65,186-50.1% |
| Participation rate | 10.3% | 74.0%-63.7pp | 75.8%-65.5pp | 70.2%-59.9pp |
| Annual return | 20.51% | 42.59%-22.1pp | 32.76%-12.2pp | 29.39%-8.9pp |
| Employer contribution / active EE | $0 | $2,013-100.0% | $2,719-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $400 | $3,343-88.0% | $4,070-90.2% | $3,514-88.6% |
| Admin fee / account holder | $11 | $6,900-99.8% | $7,890-99.9% | $847-98.7% |