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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 | $9,055 | $95,406-90.5% | $185,849-95.1% | $85,847-89.5% |
| Participation rate | 65.5% | 68.8%-3.2pp | 81.7%-16.2pp | 69.3%-3.8pp |
| Annual return | 15.94% | 23.59%-7.6pp | 122.10%-106.2pp | 318.61%-302.7pp |
| Employer contribution / active EE | $1,226 | $3,314-63.0% | $5,169-76.3% | $2,565-52.2% |
| Participant deferral / active EE | $1,869 | $3,424-45.4% | $5,569-66.4% | $3,952-52.7% |
| Admin fee / account holder | $17 | $7,214-99.8% | $16,244-99.9% | $6,261-99.7% |