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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 | $34,319 | $55,453-38.1% | $170,435-79.9% | $62,293-44.9% |
| Participation rate | 25.7% | 66.4%-40.6pp | 83.6%-57.9pp | 69.5%-43.8pp |
| Annual return | 19.52% | 21.38%-1.9pp | 205.94%-186.4pp | 28.90%-9.4pp |
| Employer contribution / active EE | $312 | $2,164-85.6% | $5,432-94.3% | $2,042-84.7% |
| Participant deferral / active EE | $1,329 | $2,303-42.3% | $4,939-73.1% | $3,169-58.1% |
| Admin fee / account holder | $13 | $455-97.3% | $13,881-99.9% | $479-97.4% |