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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 | $7,286 | $65,862-88.9% | $124,693-94.2% | $79,391-90.8% |
| Participation rate | 38.2% | 62.2%-24.0pp | 74.6%-36.4pp | 70.7%-32.5pp |
| Annual return | 27.99% | 19.02%+9.0pp | 5144.19%-5116.2pp | 116.88%-88.9pp |
| Employer contribution / active EE | $769 | $1,883-59.2% | $3,324-76.9% | $2,428-68.3% |
| Participant deferral / active EE | $1,504 | $2,772-45.7% | $4,615-67.4% | $4,046-62.8% |
| Admin fee / account holder | $25 | $673-96.3% | $7,494-99.7% | $627-96.1% |