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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
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 | $4,848 | $35,183-86.2% | $73,550-93.4% | $70,126-93.1% |
| Participation rate | 58.2% | 42.9%+15.3pp | 54.9%+3.3pp | 69.5%-11.3pp |
| Annual return | 15.10% | 26.90%-11.8pp | -15.16%+30.3pp | 73.15%-58.1pp |
| Employer contribution / active EE | $73 | $709-89.7% | $1,219-94.0% | $2,343-96.9% |
| Participant deferral / active EE | $906 | $1,220-25.7% | $1,804-49.8% | $3,332-72.8% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |