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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 | $13,223 | $54,121-75.6% | $134,162-90.1% | $73,412-82.0% |
| Participation rate | 28.0% | 64.4%-36.4pp | 72.2%-44.2pp | 72.2%-44.2pp |
| Annual return | 28.58% | -312.52%+341.1pp | 36.35%-7.8pp | 59.30%-30.7pp |
| Employer contribution / active EE | $615 | $1,402-56.1% | $3,705-83.4% | $2,234-72.5% |
| Participant deferral / active EE | $970 | $2,844-65.9% | $3,500-72.3% | $3,806-74.5% |
| Admin fee / account holder | $59 | $132-55.1% | $6,685-99.1% | $158-62.3% |