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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 | $52,082 | $66,302-21.4% | $110,243-52.8% | $56,289-7.5% |
| Participation rate | 41.2% | 74.9%-33.7pp | 79.8%-38.6pp | 69.9%-28.6pp |
| Annual return | -3.64% | -1.18%-2.5pp | 314.76%-318.4pp | -9.96%+6.3pp |
| Employer contribution / active EE | $690 | $2,047-66.3% | $3,827-82.0% | $2,111-67.3% |
| Participant deferral / active EE | $1,564 | $3,381-53.7% | $4,672-66.5% | $3,350-53.3% |
| Admin fee / account holder | $8 | $698-98.8% | $8,548-99.9% | $521-98.4% |