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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 | $44,622 | $65,322-31.7% | $70,462-36.7% | $73,493-39.3% |
| Participation rate | 20.7% | 77.0%-56.3pp | 75.1%-54.4pp | 70.7%-50.0pp |
| Annual return | 18.22% | 15.71%+2.5pp | 109.08%-90.9pp | 28.51%-10.3pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,737-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $433 | $3,375-87.2% | $3,710-88.3% | $3,740-88.4% |
| Admin fee / account holder | $32 | $214-84.9% | $3,845-99.2% | $513-93.7% |