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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 | $9,052 | $31,109-70.9% | $67,704-86.6% | $52,331-82.7% |
| Participation rate | 47.5% | 54.0%-6.5pp | 67.5%-20.0pp | 68.1%-20.6pp |
| Annual return | -3.24% | 23.70%-26.9pp | 25.41%-28.7pp | 4.54%-7.8pp |
| Employer contribution / active EE | $161 | $1,076-85.0% | $2,559-93.7% | $1,882-91.4% |
| Participant deferral / active EE | $688 | $1,970-65.1% | $3,585-80.8% | $3,022-77.2% |
| Admin fee / account holder | $1 | $466-99.9% | $4,255-100.0% | $592-99.9% |