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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 | $3,625 | $29,369-87.7% | $77,513-95.3% | $73,412-95.1% |
| Participation rate | 64.6% | 37.9%+26.6pp | 54.2%+10.4pp | 72.2%-7.6pp |
| Annual return | 13.99% | 358.15%-344.2pp | 54.81%-40.8pp | 59.30%-45.3pp |
| Employer contribution / active EE | $0 | $406-100.0% | $987-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $590 | $941-37.3% | $1,861-68.3% | $3,806-84.5% |
| Admin fee / account holder | $11 | $123-90.8% | $2,859-99.6% | $158-92.9% |