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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 | $30,619 | $50,385-39.2% | $75,501-59.4% | $62,293-50.8% |
| Participation rate | 34.5% | 67.7%-33.2pp | 72.4%-37.8pp | 69.5%-35.0pp |
| Annual return | 16.77% | 19.90%-3.1pp | 27.35%-10.6pp | 28.90%-12.1pp |
| Employer contribution / active EE | $780 | $1,537-49.3% | $2,352-66.8% | $2,042-61.8% |
| Participant deferral / active EE | $1,046 | $2,445-57.2% | $3,142-66.7% | $3,169-67.0% |
| Admin fee / account holder | $251 | $384-34.7% | $5,801-95.7% | $479-47.7% |