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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 | $8,187 | $51,466-84.1% | $78,778-89.6% | $62,293-86.9% |
| Participation rate | 51.5% | 59.8%-8.3pp | 69.2%-17.7pp | 69.5%-18.0pp |
| Annual return | 29.73% | 19.96%+9.8pp | 35.62%-5.9pp | 28.90%+0.8pp |
| Employer contribution / active EE | $755 | $827-8.8% | $1,986-62.0% | $2,042-63.0% |
| Participant deferral / active EE | $1,086 | $2,147-49.4% | $2,958-63.3% | $3,169-65.7% |
| Admin fee / account holder | $4 | $489-99.3% | $5,134-99.9% | $479-99.2% |