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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 | $10,576 | $99,957-89.4% | $149,745-92.9% | $73,497-85.6% |
| Participation rate | 62.7% | 75.7%-13.0pp | 82.5%-19.8pp | 70.7%-8.0pp |
| Annual return | 92.30% | 53.87%+38.4pp | 276.72%-184.4pp | 28.51%+63.8pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,646-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,960 | $6,073-34.8% | $6,843-42.1% | $3,740+5.9% |
| Admin fee / account holder | $31 | $551-94.5% | $9,312-99.7% | $513-94.0% |