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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 | $5,304 | $28,416-81.3% | $73,545-92.8% | $69,631-92.4% |
| Participation rate | 46.0% | 38.3%+7.6pp | 54.9%-9.0pp | 70.7%-24.7pp |
| Annual return | 22.87% | -694.13%+717.0pp | -15.16%+38.0pp | 27571.02%-27548.2pp |
| Employer contribution / active EE | $435 | $430+1.0% | $1,219-64.3% | $2,032-78.6% |
| Participant deferral / active EE | $698 | $897-22.2% | $1,806-61.3% | $3,224-78.3% |
| Admin fee / account holder | $22 | $104-79.3% | $2,320-99.1% | $110-80.4% |