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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 | $11,456 | $75,183-84.8% | $123,894-90.8% | $55,167-79.2% |
| Participation rate | 55.5% | 72.8%-17.3pp | 81.4%-25.9pp | 69.0%-13.5pp |
| Annual return | 25.71% | 19.01%+6.7pp | 47.52%-21.8pp | 169.23%-143.5pp |
| Employer contribution / active EE | $503 | $2,823-82.2% | $4,617-89.1% | $1,963-74.4% |
| Participant deferral / active EE | $2,901 | $5,084-42.9% | $5,984-51.5% | $3,054-5.0% |
| Admin fee / account holder | $20 | $663-96.9% | $8,357-99.8% | $504-96.0% |