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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 | $29,893 | $55,453-46.1% | $170,435-82.5% | $62,293-52.0% |
| Participation rate | 23.1% | 66.4%-43.3pp | 83.6%-60.5pp | 69.5%-46.4pp |
| Annual return | 34.79% | 21.38%+13.4pp | 205.94%-171.1pp | 28.90%+5.9pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $627 | $2,303-72.8% | $4,939-87.3% | $3,169-80.2% |
| Admin fee / account holder | $14 | $455-97.0% | $13,881-99.9% | $479-97.1% |