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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 | $8,547 | $50,947-83.2% | $74,549-88.5% | $64,173-86.7% |
| Participation rate | 35.7% | 61.1%-25.3pp | 69.1%-33.4pp | 69.6%-33.9pp |
| Annual return | -6.62% | -1.85%-4.8pp | 32.53%-39.2pp | 7.63%-14.3pp |
| Employer contribution / active EE | $846 | $1,115-24.1% | $1,961-56.8% | $2,381-64.5% |
| Participant deferral / active EE | $1,612 | $2,302-30.0% | $3,108-48.1% | $3,470-53.5% |
| Admin fee / account holder | $16 | $4,221-99.6% | $5,059-99.7% | $4,887-99.7% |