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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 | $18,843 | $42,546-55.7% | $71,796-73.8% | $55,167-65.8% |
| Participation rate | 54.1% | 59.1%-5.0pp | 69.1%-15.0pp | 69.0%-14.9pp |
| Annual return | 10.43% | 12.36%-1.9pp | 78.04%-67.6pp | 169.23%-158.8pp |
| Employer contribution / active EE | $327 | $803-59.3% | $1,924-83.0% | $1,963-83.3% |
| Participant deferral / active EE | $1,036 | $2,064-49.8% | $2,794-62.9% | $3,054-66.1% |
| Admin fee / account holder | $67 | $650-89.7% | $4,815-98.6% | $504-86.7% |