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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 | $22,583 | $65,322-65.4% | $70,494-68.0% | $73,497-69.3% |
| Participation rate | 64.0% | 77.0%-12.9pp | 75.1%-11.0pp | 70.7%-6.7pp |
| Annual return | 8.70% | 15.71%-7.0pp | 109.16%-100.5pp | 28.51%-19.8pp |
| Employer contribution / active EE | $744 | $2,460-69.7% | $2,738-72.8% | $2,270-67.2% |
| Participant deferral / active EE | $975 | $3,375-71.1% | $3,711-73.7% | $3,740-73.9% |
| Admin fee / account holder | $103 | $214-51.7% | $3,848-97.3% | $513-79.9% |