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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 | $8,427 | $32,425-74.0% | $74,577-88.7% | $55,167-84.7% |
| Participation rate | 43.8% | 54.0%-10.2pp | 68.1%-24.3pp | 69.0%-25.1pp |
| Annual return | 27.20% | 10.63%+16.6pp | 20.47%+6.7pp | 169.23%-142.0pp |
| Employer contribution / active EE | $215 | $1,043-79.4% | $2,525-91.5% | $1,963-89.0% |
| Participant deferral / active EE | $527 | $1,995-73.6% | $3,458-84.8% | $3,054-82.7% |
| Admin fee / account holder | $54 | $748-92.8% | $4,138-98.7% | $504-89.3% |