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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 | $12,079 | $52,967-77.2% | $172,753-93.0% | $65,186-81.5% |
| Participation rate | 31.7% | 66.2%-34.5pp | 82.6%-50.9pp | 70.2%-38.5pp |
| Annual return | 16.30% | 30.12%-13.8pp | 803.00%-786.7pp | 29.39%-13.1pp |
| Employer contribution / active EE | $369 | $2,190-83.2% | $5,144-92.8% | $2,177-83.1% |
| Participant deferral / active EE | $803 | $2,471-67.5% | $5,198-84.5% | $3,514-77.1% |
| Admin fee / account holder | $24 | $472-94.8% | $13,956-99.8% | $847-97.1% |