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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $76,738 | $78,682-2.5% | $109,188-29.7% | $85,851-10.6% |
| Participation rate | 17.6% | 68.3%-50.6pp | 75.9%-58.2pp | 69.3%-51.7pp |
| Annual return | 13.45% | 25.09%-11.6pp | 25.76%-12.3pp | 318.63%-305.2pp |
| Employer contribution / active EE | $560 | $2,734-79.5% | $3,723-85.0% | $2,565-78.2% |
| Participant deferral / active EE | $1,924 | $3,468-44.5% | $4,654-58.6% | $3,952-51.3% |
| Admin fee / account holder | $20 | $5,470-99.6% | $6,755-99.7% | $6,261-99.7% |