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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 | $18,185 | $72,177-74.8% | $115,037-84.2% | $59,632-69.5% |
| Participation rate | 40.8% | 72.6%-31.8pp | 81.4%-40.6pp | 68.7%-27.9pp |
| Annual return | -1.26% | 12.02%-13.3pp | 26.14%-27.4pp | 2041.32%-2042.6pp |
| Employer contribution / active EE | $822 | $2,841-71.1% | $4,608-82.2% | $2,203-62.7% |
| Participant deferral / active EE | $2,171 | $4,783-54.6% | $6,026-64.0% | $3,192-32.0% |
| Admin fee / account holder | $5 | $4,927-99.9% | $8,175-99.9% | $4,297-99.9% |