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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 | $17,797 | $36,916-51.8% | $156,551-88.6% | $57,658-69.1% |
| Participation rate | 21.4% | 63.4%-42.0pp | 84.0%-62.6pp | 70.2%-48.8pp |
| Annual return | 7.90% | 12.38%-4.5pp | 32.23%-24.3pp | 5.13%+2.8pp |
| Employer contribution / active EE | $231 | $1,571-85.3% | $5,501-95.8% | $1,974-88.3% |
| Participant deferral / active EE | $341 | $1,926-82.3% | $4,871-93.0% | $3,061-88.9% |
| Admin fee / account holder | $20 | $82-75.6% | $13,028-99.8% | $95-78.7% |