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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 | $7,103 | $91,198-92.2% | $178,503-96.0% | $79,856-91.1% |
| Participation rate | 41.3% | 69.2%-27.9pp | 81.9%-40.6pp | 69.6%-28.3pp |
| Annual return | 55.10% | 24.20%+30.9pp | 151.12%-96.0pp | 31.71%+23.4pp |
| Employer contribution / active EE | $929 | $3,257-71.5% | $5,011-81.5% | $2,471-62.4% |
| Participant deferral / active EE | $1,227 | $3,237-62.1% | $5,202-76.4% | $3,741-67.2% |
| Admin fee / account holder | $31 | $6,748-99.5% | $13,987-99.8% | $5,306-99.4% |