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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 | $22,324 | $66,319-66.3% | $93,621-76.2% | $65,186-65.8% |
| Participation rate | 57.5% | 74.0%-16.5pp | 75.8%-18.3pp | 70.2%-12.7pp |
| Annual return | 25.29% | 42.59%-17.3pp | 32.76%-7.5pp | 29.39%-4.1pp |
| Employer contribution / active EE | $1,047 | $2,013-48.0% | $2,719-61.5% | $2,177-51.9% |
| Participant deferral / active EE | $1,718 | $3,343-48.6% | $4,070-57.8% | $3,514-51.1% |
| Admin fee / account holder | $153 | $6,900-97.8% | $7,890-98.1% | $847-82.0% |