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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 | $9,479 | $47,977-80.2% | $154,108-93.8% | $56,289-83.2% |
| Participation rate | 61.4% | 66.2%-4.7pp | 83.0%-21.6pp | 69.9%-8.4pp |
| Annual return | 7.17% | 3.54%+3.6pp | 735.21%-728.0pp | -9.96%+17.1pp |
| Employer contribution / active EE | $622 | $2,169-71.3% | $5,298-88.2% | $2,111-70.5% |
| Participant deferral / active EE | $1,069 | $2,392-55.3% | $5,081-79.0% | $3,350-68.1% |
| Admin fee / account holder | $142 | $438-67.6% | $13,411-98.9% | $521-72.7% |