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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 | $18,620 | $74,552-75.0% | $63,018-70.5% | $69,631-73.3% |
| Participation rate | 23.7% | 78.3%-54.5pp | 74.8%-51.1pp | 70.7%-47.0pp |
| Annual return | 14.28% | 15.77%-1.5pp | 87.62%-73.3pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $2,761-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $988 | $2,974-66.8% | $3,330-70.3% | $3,224-69.3% |
| Admin fee / account holder | $0 | $59-100.0% | $3,601-100.0% | $110-100.0% |