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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 | $25,415 | $54,573-53.4% | $90,970-72.1% | $73,497-65.4% |
| Participation rate | 44.8% | 61.2%-16.4pp | 69.0%-24.2pp | 70.7%-25.9pp |
| Annual return | 19.88% | 16.69%+3.2pp | 134.60%-114.7pp | 28.51%-8.6pp |
| Employer contribution / active EE | $532 | $991-46.3% | $2,122-74.9% | $2,270-76.6% |
| Participant deferral / active EE | $684 | $2,517-72.8% | $3,373-79.7% | $3,740-81.7% |
| Admin fee / account holder | $20 | $521-96.2% | $5,961-99.7% | $513-96.2% |