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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 | $7,074 | $26,805-73.6% | $59,496-88.1% | $52,331-86.5% |
| Participation rate | 39.3% | 39.3%-0.1pp | 54.6%-15.3pp | 68.1%-28.8pp |
| Annual return | -0.87% | 2.61%-3.5pp | 182.05%-182.9pp | 4.54%-5.4pp |
| Employer contribution / active EE | $376 | $450-16.4% | $1,153-67.4% | $1,882-80.0% |
| Participant deferral / active EE | $476 | $916-48.0% | $1,829-74.0% | $3,022-84.2% |
| Admin fee / account holder | $11 | $305-96.5% | $2,232-99.5% | $592-98.2% |