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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,798 | $43,423+12.4% | $78,676-38.0% | $55,167-11.5% |
| Participation rate | 41.1% | 68.0%-26.9pp | 73.6%-32.5pp | 69.0%-27.9pp |
| Annual return | 8.27% | 11.53%-3.3pp | 62.19%-53.9pp | 169.23%-161.0pp |
| Employer contribution / active EE | $920 | $1,997-53.9% | $2,850-67.7% | $1,963-53.1% |
| Participant deferral / active EE | $1,448 | $2,509-42.3% | $3,517-58.8% | $3,054-52.6% |
| Admin fee / account holder | $0 | $416-100.0% | $4,510-100.0% | $504-100.0% |