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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 | $12,296 | $46,745-73.7% | $60,547-79.7% | $52,331-76.5% |
| Participation rate | 39.8% | 58.6%-18.7pp | 68.0%-28.1pp | 68.1%-28.3pp |
| Annual return | 1.02% | 0.61%+0.4pp | 335.64%-334.6pp | 4.54%-3.5pp |
| Employer contribution / active EE | $404 | $1,259-67.9% | $2,419-83.3% | $1,882-78.5% |
| Participant deferral / active EE | $1,135 | $2,145-47.1% | $3,328-65.9% | $3,022-62.4% |
| Admin fee / account holder | $28 | $537-94.7% | $4,536-99.4% | $592-95.2% |