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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).
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 | $22,085 | $71,192-69.0% | $117,861-81.3% | $62,293-64.5% |
| Participation rate | 25.0% | 74.2%-49.2pp | 79.7%-54.7pp | 69.5%-44.5pp |
| Annual return | 14.33% | 18.66%-4.3pp | 335.11%-320.8pp | 28.90%-14.6pp |
| Employer contribution / active EE | $558 | $1,934-71.1% | $3,786-85.3% | $2,042-72.7% |
| Participant deferral / active EE | $867 | $3,189-72.8% | $4,482-80.7% | $3,169-72.7% |
| Admin fee / account holder | $14 | $587-97.6% | $8,021-99.8% | $479-97.0% |