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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 | $15,639 | $74,089-78.9% | $133,975-88.3% | $55,167-71.7% |
| Participation rate | 32.7% | 84.3%-51.6pp | 87.1%-54.4pp | 69.0%-36.3pp |
| Annual return | 23.97% | 12.11%+11.9pp | 29.29%-5.3pp | 169.23%-145.3pp |
| Employer contribution / active EE | $0 | $3,064-100.0% | $5,211-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,461 | $4,678-26.0% | $6,282-44.9% | $3,054+13.3% |
| Admin fee / account holder | $41 | $458-91.1% | $9,324-99.6% | $504-91.9% |