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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $2,516 | $46,732-94.6% | $156,551-98.4% | $55,167-95.4% |
| Participation rate | 65.3% | 65.8%-0.5pp | 84.0%-18.7pp | 69.0%-3.7pp |
| Annual return | 24.23% | 17.72%+6.5pp | 32.23%-8.0pp | 169.23%-145.0pp |
| Employer contribution / active EE | $246 | $2,105-88.3% | $5,501-95.5% | $1,963-87.5% |
| Participant deferral / active EE | $1,028 | $2,204-53.4% | $4,871-78.9% | $3,054-66.3% |
| Admin fee / account holder | $19 | $418-95.4% | $13,028-99.9% | $504-96.2% |