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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 | $48,871 | $50,637-3.5% | $86,581-43.6% | $62,293-21.5% |
| Participation rate | 58.1% | 67.9%-9.8pp | 73.5%-15.5pp | 69.5%-11.5pp |
| Annual return | 15.87% | 20.80%-4.9pp | 965.06%-949.2pp | 28.90%-13.0pp |
| Employer contribution / active EE | $1,242 | $2,075-40.2% | $2,840-56.3% | $2,042-39.2% |
| Participant deferral / active EE | $1,801 | $2,611-31.0% | $3,609-50.1% | $3,169-43.2% |
| Admin fee / account holder | $0 | $413-100.0% | $4,904-100.0% | $479-100.0% |