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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 | $44,209 | $86,341-48.8% | $125,192-64.7% | $65,185-32.2% |
| Participation rate | 59.9% | 75.3%-15.4pp | 79.8%-19.9pp | 70.2%-10.3pp |
| Annual return | 19.98% | 27.44%-7.5pp | 43.79%-23.8pp | 29.38%-9.4pp |
| Employer contribution / active EE | $1,041 | $2,040-49.0% | $3,866-73.1% | $2,177-52.2% |
| Participant deferral / active EE | $1,612 | $3,538-54.5% | $4,937-67.4% | $3,514-54.1% |
| Admin fee / account holder | $0 | $609-100.0% | $9,704-100.0% | $847-100.0% |