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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).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,186 | $58,895-87.8% | $178,503-96.0% | $73,497-90.2% |
| Participation rate | 50.0% | 66.2%-16.2pp | 81.9%-31.9pp | 70.7%-20.7pp |
| Annual return | 26.79% | 24.86%+1.9pp | 151.12%-124.3pp | 28.51%-1.7pp |
| Employer contribution / active EE | $965 | $2,236-56.8% | $5,011-80.7% | $2,270-57.5% |
| Participant deferral / active EE | $1,306 | $2,567-49.1% | $5,202-74.9% | $3,740-65.1% |
| Admin fee / account holder | $31 | $400-92.2% | $13,987-99.8% | $513-93.9% |