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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 | $80,952 | $57,976+39.6% | $63,005+28.5% | $62,293+30.0% |
| Participation rate | 35.2% | 75.9%-40.8pp | 74.8%-39.6pp | 69.5%-34.4pp |
| Annual return | 17.22% | 17.54%-0.3pp | 87.59%-70.4pp | 28.90%-11.7pp |
| Employer contribution / active EE | $618 | $2,415-74.4% | $2,760-77.6% | $2,042-69.8% |
| Participant deferral / active EE | $1,417 | $2,956-52.1% | $3,329-57.4% | $3,169-55.3% |
| Admin fee / account holder | $5 | $276-98.3% | $3,599-99.9% | $479-99.0% |