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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 | $16,240 | $45,324-64.2% | $122,354-86.7% | $69,631-76.7% |
| Participation rate | 42.4% | 59.9%-17.5pp | 71.6%-29.2pp | 70.7%-28.3pp |
| Annual return | 18.47% | 25.35%-6.9pp | 30.28%-11.8pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $770 | $1,230-37.4% | $4,051-81.0% | $2,032-62.1% |
| Participant deferral / active EE | $0 | $2,367-100.0% | $3,287-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $87-100.0% | $5,479-100.0% | $110-100.0% |