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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 | $8,269 | $47,922-82.7% | $75,894-89.1% | $65,185-87.3% |
| Participation rate | 64.1% | 63.0%+1.1pp | 69.3%-5.2pp | 70.2%-6.1pp |
| Annual return | 53.52% | 24.12%+29.4pp | 30.76%+22.8pp | 29.38%+24.1pp |
| Employer contribution / active EE | $440 | $1,557-71.7% | $2,501-82.4% | $2,177-79.8% |
| Participant deferral / active EE | $2,565 | $2,550+0.6% | $3,603-28.8% | $3,514-27.0% |
| Admin fee / account holder | $8 | $532-98.4% | $5,420-99.8% | $847-99.0% |