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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,318 | $64,909-79.5% | $82,312-83.8% | $62,293-78.6% |
| Participation rate | 41.8% | 74.9%-33.1pp | 76.9%-35.1pp | 69.5%-27.7pp |
| Annual return | 20.14% | 21.18%-1.0pp | 25.88%-5.7pp | 28.90%-8.8pp |
| Employer contribution / active EE | $578 | $1,676-65.5% | $2,428-76.2% | $2,042-71.7% |
| Participant deferral / active EE | $695 | $3,103-77.6% | $3,706-81.3% | $3,169-78.1% |
| Admin fee / account holder | $6 | $440-98.7% | $5,608-99.9% | $479-98.8% |