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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 | $12,679 | $46,732-72.9% | $156,551-91.9% | $55,167-77.0% |
| Participation rate | 36.5% | 65.8%-29.2pp | 84.0%-47.5pp | 69.0%-32.4pp |
| Annual return | 9.61% | 17.72%-8.1pp | 32.23%-22.6pp | 169.23%-159.6pp |
| Employer contribution / active EE | $442 | $2,105-79.0% | $5,501-92.0% | $1,963-77.5% |
| Participant deferral / active EE | $770 | $2,204-65.1% | $4,871-84.2% | $3,054-74.8% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |