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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 | $4,908 | $37,134-86.8% | $100,671-95.1% | $52,331-90.6% |
| Participation rate | 43.6% | 57.7%-14.0pp | 70.7%-27.1pp | 68.1%-24.5pp |
| Annual return | -1.34% | 0.10%-1.4pp | 20.43%-21.8pp | 4.54%-5.9pp |
| Employer contribution / active EE | $567 | $1,187-52.3% | $4,012-85.9% | $1,882-69.9% |
| Participant deferral / active EE | $944 | $2,163-56.4% | $3,144-70.0% | $3,022-68.8% |
| Admin fee / account holder | $3 | $467-99.3% | $4,850-99.9% | $592-99.5% |