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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 | $7,997 | $48,576-83.5% | $169,452-95.3% | $56,287-85.8% |
| Participation rate | 61.4% | 65.8%-4.5pp | 77.8%-16.4pp | 69.9%-8.5pp |
| Annual return | -5.78% | -2.51%-3.3pp | 1.83%-7.6pp | -9.96%+4.2pp |
| Employer contribution / active EE | $897 | $1,559-42.5% | $4,157-78.4% | $2,111-57.5% |
| Participant deferral / active EE | $2,032 | $3,275-38.0% | $5,277-61.5% | $3,350-39.3% |
| Admin fee / account holder | $78 | $435-82.0% | $9,110-99.1% | $521-85.0% |