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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 | $32,802 | $69,383-52.7% | $101,264-67.6% | $73,493-55.4% |
| Participation rate | 33.9% | 68.4%-34.5pp | 75.8%-41.9pp | 70.7%-36.8pp |
| Annual return | 13.14% | 18.46%-5.3pp | 46.48%-33.3pp | 28.51%-15.4pp |
| Employer contribution / active EE | $887 | $2,628-66.2% | $3,660-75.8% | $2,270-60.9% |
| Participant deferral / active EE | $1,284 | $3,301-61.1% | $4,370-70.6% | $3,740-65.7% |
| Admin fee / account holder | $30 | $704-95.8% | $5,947-99.5% | $513-94.2% |