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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 | $18,317 | $42,548-56.9% | $74,551-75.4% | $56,289-67.5% |
| Participation rate | 56.9% | 60.5%-3.6pp | 69.1%-12.2pp | 69.9%-12.9pp |
| Annual return | -4.53% | 12.40%-16.9pp | 32.53%-37.1pp | -9.96%+5.4pp |
| Employer contribution / active EE | $818 | $855-4.3% | $1,961-58.3% | $2,111-61.2% |
| Participant deferral / active EE | $1,166 | $2,277-48.8% | $3,108-62.5% | $3,350-65.2% |
| Admin fee / account holder | $3 | $467-99.4% | $5,059-99.9% | $521-99.4% |