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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 | $17,960 | $71,192-74.8% | $117,861-84.8% | $62,293-71.2% |
| Participation rate | 41.1% | 74.2%-33.1pp | 79.7%-38.5pp | 69.5%-28.4pp |
| Annual return | 35.63% | 18.66%+17.0pp | 335.11%-299.5pp | 28.90%+6.7pp |
| Employer contribution / active EE | $822 | $1,934-57.5% | $3,786-78.3% | $2,042-59.8% |
| Participant deferral / active EE | $1,667 | $3,189-47.7% | $4,482-62.8% | $3,169-47.4% |
| Admin fee / account holder | $30 | $587-95.0% | $8,021-99.6% | $479-93.8% |