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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 | $13,026 | $46,173-71.8% | $170,435-92.4% | $69,631-81.3% |
| Participation rate | 65.2% | 63.9%+1.3pp | 83.6%-18.4pp | 70.7%-5.5pp |
| Annual return | 24.16% | 21.62%+2.5pp | 205.94%-181.8pp | 27571.02%-27546.9pp |
| Employer contribution / active EE | $986 | $1,610-38.7% | $5,432-81.8% | $2,032-51.5% |
| Participant deferral / active EE | $1,969 | $2,080-5.3% | $4,939-60.1% | $3,224-38.9% |
| Admin fee / account holder | $19 | $116-83.8% | $13,881-99.9% | $110-83.0% |