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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 | $18,101 | $65,592-72.4% | $90,161-79.9% | $69,631-74.0% |
| Participation rate | 56.3% | 77.6%-21.3pp | 76.9%-20.5pp | 70.7%-14.4pp |
| Annual return | 34.33% | 57.10%-22.8pp | 34.89%-0.6pp | 27571.02%-27536.7pp |
| Employer contribution / active EE | $2,185 | $2,193-0.4% | $3,318-34.2% | $2,032+7.5% |
| Participant deferral / active EE | $3,787 | $5,257-28.0% | $5,287-28.4% | $3,224+17.5% |
| Admin fee / account holder | $11 | $86-87.3% | $5,943-99.8% | $110-90.2% |