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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 | $9,269 | $58,888-84.3% | $178,499-94.8% | $73,493-87.4% |
| Participation rate | 67.0% | 66.2%+0.8pp | 81.9%-14.9pp | 70.7%-3.7pp |
| Annual return | 25.43% | 24.86%+0.6pp | 151.10%-125.7pp | 28.51%-3.1pp |
| Employer contribution / active EE | $1,203 | $2,236-46.2% | $5,011-76.0% | $2,270-47.0% |
| Participant deferral / active EE | $1,820 | $2,568-29.1% | $5,202-65.0% | $3,740-51.3% |
| Admin fee / account holder | $52 | $400-87.0% | $13,986-99.6% | $513-89.8% |