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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 | $12,913 | $55,182-76.6% | $73,309-82.4% | $55,191-76.6% |
| Participation rate | 30.0% | 73.9%-44.0pp | 74.9%-45.0pp | 69.2%-39.2pp |
| Annual return | 53.65% | 8.55%+45.1pp | 5.67%+48.0pp | 10.78%+42.9pp |
| Employer contribution / active EE | $0 | $1,935-100.0% | $3,237-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,222 | $4,641-52.1% | $4,991-55.5% | $3,046-27.1% |
| Admin fee / account holder | $27 | $68-60.8% | $5,635-99.5% | $91-70.4% |