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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 | $35,598 | $58,895-39.6% | $178,503-80.1% | $73,497-51.6% |
| Participation rate | 30.1% | 66.2%-36.2pp | 81.9%-51.9pp | 70.7%-40.6pp |
| Annual return | 20.60% | 24.86%-4.3pp | 151.12%-130.5pp | 28.51%-7.9pp |
| Employer contribution / active EE | $320 | $2,236-85.7% | $5,011-93.6% | $2,270-85.9% |
| Participant deferral / active EE | $1,090 | $2,567-57.5% | $5,202-79.0% | $3,740-70.8% |
| Admin fee / account holder | $122 | $400-69.6% | $13,987-99.1% | $513-76.3% |