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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 | $10,216 | $52,639-80.6% | $185,117-94.5% | $62,293-83.6% |
| Participation rate | 66.0% | 63.9%+2.2pp | 77.3%-11.2pp | 69.5%-3.5pp |
| Annual return | 16.56% | 19.57%-3.0pp | 40.50%-23.9pp | 28.90%-12.3pp |
| Employer contribution / active EE | $578 | $1,483-61.0% | $4,182-86.2% | $2,042-71.7% |
| Participant deferral / active EE | $1,010 | $3,097-67.4% | $5,045-80.0% | $3,169-68.1% |
| Admin fee / account holder | $0 | $374-100.0% | $8,159-100.0% | $479-100.0% |