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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 | $56,525 | $66,180-14.6% | $118,746-52.4% | $62,293-9.3% |
| Participation rate | 22.3% | 71.3%-49.0pp | 78.3%-56.0pp | 69.5%-47.2pp |
| Annual return | 24.04% | 60.89%-36.8pp | 24.54%-0.5pp | 28.90%-4.9pp |
| Employer contribution / active EE | $646 | $3,183-79.7% | $4,193-84.6% | $2,042-68.4% |
| Participant deferral / active EE | $1,071 | $4,247-74.8% | $5,332-79.9% | $3,169-66.2% |
| Admin fee / account holder | $99 | $753-86.9% | $10,720-99.1% | $479-79.4% |