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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $29,393 | $41,854-29.8% | $73,836-60.2% | $52,331-43.8% |
| Participation rate | 18.7% | 66.2%-47.5pp | 73.4%-54.7pp | 68.1%-49.4pp |
| Annual return | 5.94% | 2.11%+3.8pp | 2268.06%-2262.1pp | 4.54%+1.4pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,787-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $848 | $2,498-66.1% | $3,583-76.3% | $3,022-71.9% |
| Admin fee / account holder | $10 | $493-98.0% | $4,882-99.8% | $592-98.3% |