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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 | $58,730 | $63,156-7.0% | $122,354-52.0% | $62,293-5.7% |
| Participation rate | 37.6% | 60.0%-22.4pp | 71.6%-34.1pp | 69.5%-31.9pp |
| Annual return | 18.37% | 20.61%-2.2pp | 30.28%-11.9pp | 28.90%-10.5pp |
| Employer contribution / active EE | $1,029 | $1,385-25.7% | $4,051-74.6% | $2,042-49.6% |
| Participant deferral / active EE | $2,509 | $2,321+8.1% | $3,287-23.7% | $3,169-20.8% |
| Admin fee / account holder | $39 | $440-91.1% | $5,479-99.3% | $479-91.9% |