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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 | $27,194 | $74,089-63.3% | $133,975-79.7% | $55,167-50.7% |
| Participation rate | 53.8% | 84.3%-30.5pp | 87.1%-33.3pp | 69.0%-15.2pp |
| Annual return | 25.46% | 12.11%+13.3pp | 29.29%-3.8pp | 169.23%-143.8pp |
| Employer contribution / active EE | $0 | $3,064-100.0% | $5,211-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $5,682 | $4,678+21.5% | $6,282-9.6% | $3,054+86.0% |
| Admin fee / account holder | $14 | $458-96.9% | $9,324-99.8% | $504-97.1% |