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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $16,551 | $44,850-63.1% | $60,547-72.7% | $59,633-72.2% |
| Participation rate | 58.3% | 59.5%-1.1pp | 68.0%-9.6pp | 68.7%-10.3pp |
| Annual return | -2.98% | 1074.14%-1077.1pp | 335.64%-338.6pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,649 | $2,230-26.0% | $3,328-50.4% | $3,192-48.3% |
| Admin fee / account holder | $54 | $3,635-98.5% | $4,536-98.8% | $4,297-98.7% |