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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 | $9,511 | $54,573-82.6% | $90,965-89.5% | $73,493-87.1% |
| Participation rate | 40.9% | 61.2%-20.3pp | 69.0%-28.2pp | 70.7%-29.8pp |
| Annual return | 83.67% | 16.69%+67.0pp | 134.57%-50.9pp | 28.51%+55.2pp |
| Employer contribution / active EE | $819 | $991-17.4% | $2,122-61.4% | $2,270-63.9% |
| Participant deferral / active EE | $1,881 | $2,517-25.3% | $3,373-44.2% | $3,740-49.7% |
| Admin fee / account holder | $18 | $521-96.5% | $5,960-99.7% | $513-96.4% |