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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,297 | $50,106-65.5% | $69,779-75.2% | $57,658-70.0% |
| Participation rate | 22.9% | 70.9%-48.0pp | 71.8%-48.9pp | 70.2%-47.3pp |
| Annual return | 9.37% | 14.58%-5.2pp | 12.99%-3.6pp | 5.13%+4.2pp |
| Employer contribution / active EE | $595 | $1,739-65.8% | $2,338-74.5% | $1,974-69.8% |
| Participant deferral / active EE | $853 | $2,486-65.7% | $2,931-70.9% | $3,061-72.1% |
| Admin fee / account holder | $1 | $89-98.5% | $4,381-100.0% | $95-98.6% |