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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 | $25,419 | $52,293-51.4% | $178,499-85.8% | $73,412-65.4% |
| Participation rate | 42.1% | 65.3%-23.3pp | 81.9%-39.9pp | 72.2%-30.1pp |
| Annual return | 24.61% | 34.75%-10.1pp | 151.10%-126.5pp | 59.30%-34.7pp |
| Employer contribution / active EE | $739 | $1,735-57.4% | $5,011-85.2% | $2,234-66.9% |
| Participant deferral / active EE | $1,232 | $2,332-47.2% | $5,202-76.3% | $3,806-67.6% |
| Admin fee / account holder | $12 | $127-90.7% | $13,986-99.9% | $158-92.5% |