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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 | $16,182 | $63,114-74.4% | $92,909-82.6% | $65,185-75.2% |
| Participation rate | 61.7% | 68.8%-7.1pp | 76.0%-14.3pp | 70.2%-8.5pp |
| Annual return | 19.49% | 28.75%-9.3pp | 109.44%-90.0pp | 29.38%-9.9pp |
| Employer contribution / active EE | $1,632 | $2,571-36.5% | $3,653-55.3% | $2,177-25.0% |
| Participant deferral / active EE | $1,661 | $3,108-46.6% | $4,238-60.8% | $3,514-52.7% |
| Admin fee / account holder | $9 | $624-98.5% | $5,795-99.8% | $847-98.9% |