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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 | $7,200 | $56,640-87.3% | $78,002-90.8% | $55,167-86.9% |
| Participation rate | 60.0% | 73.3%-13.3pp | 75.5%-15.5pp | 69.0%-9.0pp |
| Annual return | 8.69% | 2868.48%-2859.8pp | 425.99%-417.3pp | 169.23%-160.5pp |
| Employer contribution / active EE | $635 | $1,724-63.2% | $2,470-74.3% | $1,963-67.7% |
| Participant deferral / active EE | $1,722 | $2,778-38.0% | $3,497-50.8% | $3,054-43.6% |
| Admin fee / account holder | $21 | $467-95.6% | $5,481-99.6% | $504-95.9% |