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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 | $22,879 | $52,580-56.5% | $71,671-68.1% | $70,126-67.4% |
| Participation rate | 56.3% | 60.9%-4.6pp | 68.7%-12.5pp | 69.5%-13.3pp |
| Annual return | 12.14% | 20.25%-8.1pp | 20.65%-8.5pp | 73.15%-61.0pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,922 | $2,386-19.4% | $3,438-44.1% | $3,332-42.3% |
| Admin fee / account holder | $137 | $3,653-96.3% | $5,558-97.5% | $4,645-97.1% |