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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 | $4,737 | $46,360-89.8% | $147,617-96.8% | $52,331-90.9% |
| Participation rate | 59.2% | 64.9%-5.7pp | 84.6%-25.4pp | 68.1%-8.9pp |
| Annual return | 0.00% | 1.62%-1.6pp | 61.98%-62.0pp | 4.54%-4.5pp |
| Employer contribution / active EE | $890 | $2,126-58.2% | $5,564-84.0% | $1,882-52.7% |
| Participant deferral / active EE | $1,726 | $2,258-23.6% | $4,895-64.7% | $3,022-42.9% |
| Admin fee / account holder | $5 | $766-99.4% | $11,612-100.0% | $592-99.2% |