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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $17,565 | $57,976-69.7% | $63,005-72.1% | $62,293-71.8% |
| Participation rate | 41.3% | 75.9%-34.6pp | 74.8%-33.5pp | 69.5%-28.2pp |
| Annual return | 11.31% | 17.54%-6.2pp | 87.59%-76.3pp | 28.90%-17.6pp |
| Employer contribution / active EE | $910 | $2,415-62.3% | $2,760-67.0% | $2,042-55.5% |
| Participant deferral / active EE | $1,668 | $2,956-43.6% | $3,329-49.9% | $3,169-47.4% |
| Admin fee / account holder | $40 | $276-85.3% | $3,599-98.9% | $479-91.6% |