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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 | $13,526 | $55,182-75.5% | $73,309-81.5% | $55,191-75.5% |
| Participation rate | 30.9% | 73.9%-43.1pp | 74.9%-44.1pp | 69.2%-38.3pp |
| Annual return | 10.02% | 8.55%+1.5pp | 5.67%+4.4pp | 10.78%-0.8pp |
| Employer contribution / active EE | $0 | $1,935-100.0% | $3,237-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,737 | $4,641-41.0% | $4,991-45.2% | $3,046-10.1% |
| Admin fee / account holder | $2 | $68-96.7% | $5,637-100.0% | $91-97.5% |