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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,524 | $89,739-82.7% | $149,721-89.6% | $62,293-75.1% |
| Participation rate | 23.3% | 85.1%-61.8pp | 87.1%-63.8pp | 69.5%-46.2pp |
| Annual return | 16.15% | 21.01%-4.9pp | 1501.67%-1485.5pp | 28.90%-12.7pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $5,444-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $966 | $4,797-79.9% | $6,568-85.3% | $3,169-69.5% |
| Admin fee / account holder | $42 | $551-92.4% | $11,282-99.6% | $479-91.3% |