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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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $6,123 | $100,801-93.9% | $149,745-95.9% | $73,412-91.7% |
| Participation rate | 13.6% | 77.7%-64.1pp | 82.5%-68.9pp | 72.2%-58.6pp |
| Annual return | 30.86% | 265.34%-234.5pp | 276.72%-245.9pp | 59.30%-28.4pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,646-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $478 | $6,404-92.5% | $6,843-93.0% | $3,806-87.4% |
| Admin fee / account holder | $69 | $181-61.7% | $9,312-99.3% | $158-56.1% |