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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 | $9,341 | $42,548-78.0% | $74,551-87.5% | $56,289-83.4% |
| Participation rate | 50.0% | 60.5%-10.5pp | 69.1%-19.1pp | 69.9%-19.9pp |
| Annual return | -1.02% | 12.40%-13.4pp | 32.53%-33.5pp | -9.96%+8.9pp |
| Employer contribution / active EE | $810 | $855-5.2% | $1,961-58.7% | $2,111-61.6% |
| Participant deferral / active EE | $1,404 | $2,277-38.3% | $3,108-54.8% | $3,350-58.1% |
| Admin fee / account holder | $5 | $467-98.9% | $5,059-99.9% | $521-99.0% |