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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $6,795 | $46,732-85.5% | $156,551-95.7% | $55,167-87.7% |
| Participation rate | 53.8% | 65.8%-12.0pp | 84.0%-30.2pp | 69.0%-15.1pp |
| Annual return | 9.96% | 17.72%-7.8pp | 32.23%-22.3pp | 169.23%-159.3pp |
| Employer contribution / active EE | $731 | $2,105-65.3% | $5,501-86.7% | $1,963-62.7% |
| Participant deferral / active EE | $1,122 | $2,204-49.1% | $4,871-77.0% | $3,054-63.2% |
| Admin fee / account holder | $4 | $418-98.9% | $13,028-100.0% | $504-99.1% |