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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 | $3,819 | $23,385-83.7% | $69,182-94.5% | $57,658-93.4% |
| Participation rate | 30.2% | 37.9%-7.7pp | 55.1%-24.9pp | 70.2%-40.0pp |
| Annual return | 18.36% | -659.34%+677.7pp | -21.93%+40.3pp | 5.13%+13.2pp |
| Employer contribution / active EE | $305 | $422-27.8% | $1,206-74.7% | $1,974-84.6% |
| Participant deferral / active EE | $665 | $843-21.1% | $1,897-64.9% | $3,061-78.3% |
| Admin fee / account holder | $45 | $82-44.7% | $2,697-98.3% | $95-51.9% |