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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 | $23,796 | $99,957-76.2% | $149,745-84.1% | $73,497-67.6% |
| Participation rate | 66.0% | 75.7%-9.7pp | 82.5%-16.4pp | 70.7%-4.6pp |
| Annual return | 38.99% | 53.87%-14.9pp | 276.72%-237.7pp | 28.51%+10.5pp |
| Employer contribution / active EE | $936 | $3,191-70.7% | $4,646-79.9% | $2,270-58.8% |
| Participant deferral / active EE | $6,218 | $6,073+2.4% | $6,843-9.1% | $3,740+66.3% |
| Admin fee / account holder | $19 | $551-96.5% | $9,312-99.8% | $513-96.3% |