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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 | $40,098 | $57,976-30.8% | $63,005-36.4% | $62,293-35.6% |
| Participation rate | 37.2% | 75.9%-38.7pp | 74.8%-37.6pp | 69.5%-32.3pp |
| Annual return | 14.57% | 17.54%-3.0pp | 87.59%-73.0pp | 28.90%-14.3pp |
| Employer contribution / active EE | $952 | $2,415-60.6% | $2,760-65.5% | $2,042-53.4% |
| Participant deferral / active EE | $1,182 | $2,956-60.0% | $3,329-64.5% | $3,169-62.7% |
| Admin fee / account holder | $0 | $276-100.0% | $3,599-100.0% | $479-100.0% |