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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 | $22,751 | $70,917-67.9% | $98,920-77.0% | $73,493-69.0% |
| Participation rate | 63.6% | 73.8%-10.2pp | 76.0%-12.4pp | 70.7%-7.0pp |
| Annual return | 19.23% | 34.18%-15.0pp | 196.47%-177.2pp | 28.51%-9.3pp |
| Employer contribution / active EE | $895 | $2,037-56.1% | $2,689-66.7% | $2,270-60.6% |
| Participant deferral / active EE | $2,415 | $3,501-31.0% | $4,245-43.1% | $3,740-35.4% |
| Admin fee / account holder | $31 | $535-94.2% | $6,643-99.5% | $513-93.9% |