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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 | $17,630 | $55,453-68.2% | $170,435-89.7% | $62,293-71.7% |
| Participation rate | 36.3% | 66.4%-30.1pp | 83.6%-47.3pp | 69.5%-33.2pp |
| Annual return | 20.61% | 21.38%-0.8pp | 205.94%-185.3pp | 28.90%-8.3pp |
| Employer contribution / active EE | $526 | $2,164-75.7% | $5,432-90.3% | $2,042-74.3% |
| Participant deferral / active EE | $961 | $2,303-58.3% | $4,939-80.5% | $3,169-69.7% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |